The business of advice: Marlene Outrim shares leadership insight

First in a series of interviews with advice business owners

Jenna Brown
clock • 6 min read

Marlene Outrim talks to Jenna Brown about leadership in financial advice, the challenges of heading up an IFA practice and the path to owning her own firm…

Uniq Family Wealth managing director Marlene Outrim Marlene Outrim is an experienced Certified financial planner, Chartered fellow (financial planning) and Chartered wealth manager and managing director at her own firm, Uniq Family Wealth, based in Cardiff. She has written Boomers: Redefining Retirement and Cascading Your Wealth. Outrim was also president of the Institute of Financial Planning (IFP) from 2010 to 2012.  The award-winning adviser explains she oversees the business, which has a family and generational financial planning focus, while her operations director Rachel Bevan...

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