In the first in our series of business planning podcast episodes, we talk to Marlene Outrim CFP™ at Uniq Family Wealth.
Marlene shares her approach to clients, how she explains what financial planning is and how she identifies and deals with conflict between couples. We also talk about how those insights gave her drive to write several books including her most recent, Cascading Your Wealth.
A fascinating and thought provoking episode to challenge the way you deal with clients.
Bio: Marlene J Outrim MSc.Econ
Author of:
Cascading Your Wealth: December 2021 (How to create a family wealth plan for the next generation)
Boomers: Redefining Retirement January 2018
My first career was as a Probation Officer and have 13 years’ experience in counselling & therapeutic skills. In 1991 I established a Financial Planning practice, aiming to provide a personal but professional service. Such was its success, in 2007 I sold the company. I continued as a Planner for that company until 2012. However, I saw a need for a more family focussed approach and set up UNIQ Family Wealth in 2013. I only want to work with those who are committed to achieving their lifetime goals and objectives.
Qualifications
• Certified Financial PlannerTM Professional
• Fellow of the Chartered Institute of Securities and Investments (FCSI)
• Chartered Wealth Manager
• Chartered Financial Planner
• STEP Advanced Certificate in Enterprise Family Advising
• Certificate in Professional Consulting
Awards
2018
Winner of “Best Use of a Tax Efficient Investment” Tax Efficiency Awards
Moneyfacts Commended for Retirement Adviser of the Year
CISI Finalist Certified Financial Planner
Professional Adviser Awards - Best Client Engagement in UK
2016 Professional Adviser Awards - Best Client Engagement in UK
2016 Professional Adviser Awards - Best UK Adviser in Wales
2014 Retirement Planner, for excellence in advice on Retirement. Retirement Planner magazine & sponsored by Scottish Widows.
2009 Financial Planner of the Year in the New Breed Adviser awards (supported by High Net Worth magazine)
2009 New Model Adviser for Wales
2008 Retirement Planner of the Year New Breed Adviser Awards
Areas of Expertise
I founded UNIQ Family Wealth a Financial Planning practice to helps families, individuals & Family Businesses lead more fulfilling & financially secure lives by making the most of their assets, and to cascade wealth seamlessly from one generation to another. Whatever life throws at you. We will be on hand to guide you with your own personal Financial Plan. As a past President of the IFP (2010-12), I am passionate about Financial Planning and voice this regularly in the media.
Personal Interests
A mercurial go-getter who loves her grandchildren, art, music, entertaining, fine wine, skiing & dance.
