Don’t invest unless you’re prepared to lose money. This is a high-risk investment. You may not be able to access your money easily and are unlikely to be protected if something goes wrong. Take 2 mins to learn more.

UNIQ FAMILY WEALTH

Specialist family financial planning practice

loanLoan
Capital at risk
48
Months
9.5%
apr
Director
guaranteed
IFISA
Successful
Capital at risk
Director guaranteed
IFISA
Amount
£
You make
£
Successful
Minimum investment is £100
Total return
£
Monthly repayments
£
Our APR explained

UNIQ Family Wealth are an independent advisory and wealth service, specialising in financial planning with their clients' family future in mind. This award winning, tailored advice has earned them a loyal customer base, returning throughout their 25 years of trading to their trusted Financial Planner. The funds raised will facilitate their further expansion, having already grown from their Cardiff base to set up in London and Bristol.

Tell me more

Making the most of your finances, from generation to generation

Established in Cardiff, 2013, we are an FCA regulated financial planning practice. We offer financial planning for retirement, estate, tax, and business, as well as mortgage and investment advice, with transparent fees. Our staff are among the most highly qualified Financial Planners in the UK; they also all hold the Diploma of Financial Planning and are Certified Financial Planners or in the process of getting the qualification. Therefore our customers can rest safe in the knowledge that we can help them make the most of their finances, and subsequently security, health, and happiness.

Our client testimonies are proof of our customer satisfaction: Marlene, our managing director, has helped many people, some of whom are still returning customers now, 25 years on. We believe in the importance of word of mouth and therefore our fantastic reputation accounts for many of our new clients, who are referred to us by personal recommendation. We go above and beyond to accommodate our clients, as well as educate and inform the public, so our website features an active blog and financial guides. In line with our face-to-face ethos, we also run award winning events, such as our upcoming session on Cascading Wealth.

We are proud to have our strengths recognised with numerous awards: 2016 was an excellent year for us, winning both Best Client Engagement and Advisor Firm of the Year (Wales) at the Professional Advisor Awards. On top of this, we won Retirement Planner of the Year in 2014 and meet the rigorous ethics, experience, competence and professional practice standards of the CISI and British Standard.

We will use the money raised to further expand our growing business via acquisition.

X

Business keeps the raised amount even if target is not met.
Loan - product type
Tranche (1 of 3)
£ 250k
Raised
£ 165k
Investors
414
Est close date
Funded 7 years ago in 29 days

Where will the funds go?

Acquisition of another business
£250,000

Key people

LE
Laura Elizabeth Janes
Director
OR
Oliver Roger Leslie Janes
Director
Marlene Jennifer Outrim
Director

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Business brand

Cardiff, UK

"Making the most of your finances, from generation to generation"

Incorporated
12 years, 6 months
View website
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Risk warning

Past performance and forecasts are not reliable indicators of future results. Your capital invested is not covered for compensation in the event of a loss by the FSCS. Tax treatment will depend on the individual circumstances and may be subject to change. Please see our Risk section before making an investment decision.