Marlene Outrim publishes second financial planning book

'Cascading Your Wealth'

Jenna Brown
clock • 2 min read

Experienced financial planner turned author, Marlene Outrim, has published her second book, providing tips and advice on how people can best navigate the complexities of passing wealth through the generations.

Cascading Your Wealth centres around six steps to creating a family wealth plan, empowering readers to put their affairs in order and make the right choices now about how to pass on their money to loved ones without compromising their current lifestyle, or future ambitions.  The book covers the practical financial planning elements and also addresses the emotional and psychological factors that affect intergenerational wealth, according to the author. Outrim, founder of Cardiff-based Uniq Family Wealth, said she drew on her 30 years of industry experience to construct the book which e...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

'Don't think of consolidation as the end of independent advice. It isn't'

'Don't think of consolidation as the end of independent advice. It isn't'

Continuity before everything else

Tom Rowe-Jones
clock 02 September 2026 • 5 min read
SENDA calls on profession to share how it supports families with disabilities

SENDA calls on profession to share how it supports families with disabilities

Part of white paper launching in November

Isabel Baxter
clock 02 September 2026 • 2 min read
Plannex memberships boosted by 'out of the blue' Reddit influx

Plannex memberships boosted by 'out of the blue' Reddit influx

Without spending a penny on the social media platform

Isabel Baxter
clock 01 September 2026 • 5 min read