Founder and Managing Director
Marlene is a CFPTM, FCSI & Chartered Wealth Manager and has been running a Financial Planning practice for over 28 years.
She is the founder & Managing Director of UNIQ Family Wealth, a Financial Planning practice that helps families make the most of their assets, feel financially secure and cascade wealth seamlessly from one generation to another with their own Family Wealth Plan. UNIQ is an Accredited Financial Planning Firm.
Her first career was a Probation Officer and she has 13 years’ experience in personal and counselling skills.
Marlene is a past President of the IFP & is passionate about Financial Planning. She is regularly in the media & has won a number of awards for planning & client engagement. She is the author of “Boomers Redefining Retirement”.
I like helping people on:
Pensions - I’m approaching retirement
Pensions – I’m retired
Chartered Financial Planner
My charging model:
Ongoing % fee