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

The Platforms Association acquires the UK Platform Awards

The Platforms Association acquires the UK Platform Awards

Clive Waller hands over the awards programme

Isabel Baxter
clock 30 July 2026 • 2 min read
FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

Covers advisers, platforms and wealth managers

Sophia Panayi
clock 30 July 2026 • 3 min read
'Underperforming' sector does more damage to women over time

'Underperforming' sector does more damage to women over time

Y Tree executive director Eliana Sydes speaks to PA

Sophia Panayi
clock 29 July 2026 • 2 min read