WE HAVE LOOKED AFTER OUR CLIENTS AND THEIR FAMILIES FOR OVER 30 YEARS AND SO UNDERSTAND THE CHANGING PRIORITIES AS TIME MOVES ON
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For us, it’s about the relationship; it’s about the people in your life; it’s about understanding what’s important to you both now and down the line. It’s about creating, protecting and distributing the wealth you need for the life you want.
We have looked after our clients and their families for over 30 years and so understand the changing priorities as time moves on. We have helped our clients retire early, gift to grandchildren and provide legacies for their families. We have protected them and their families against the financial impact of a serious illness or early death.
Unique Wealth advises on over £400m of client money and our advisers specialise in strategies to create, maintain and distribute wealth.
We know that our clients work hard – or have worked hard – to build up their wealth, and we take the trust they place in us very seriously. We want them to be able to relax knowing we are working just as hard to maintain and protect that wealth for them and their families. Our job is to give you space and time to enjoy your life without worrying about your finances.