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...

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 Business

ValidPath CEO warns IFAs are delaying succession planning too long

ValidPath CEO warns IFAs are delaying succession planning too long

‘You'll have far more likelihood to be able to sell on your terms if you plan early’

Isabel Baxter
clock 17 March 2025 • 4 min read
Finfluencers: Challengers or collaborators?

Finfluencers: Challengers or collaborators?

Social media a key information source for younger consumers

Sahar Nazir
clock 17 March 2025 • 4 min read
Editor's view: The FCA's mirror pig moment

Editor's view: The FCA's mirror pig moment

The editor's Friday Night Takeaway from 14 March

Jen Frost
clock 14 March 2025 • 4 min read