Marlene Outrim

Managing Director & Certified Financial Planner & Chartered Wealth Manager at UNIQ Family Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Saint Mellons, Wales, United Kingdom, UK

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Nick Cann BEM

Marlene is one of the leading Financial Planners in the UK. A Certified Financial Planner professional she built up a successful Financial Planning business before selling it to Bluefin. A long term board member of the IFP she took on the role of Vice President in 2008.

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Credentials

  • Certified Financial Planner, FIFP
    Institute of Financial Planning
    Mar, 2013
    - Nov, 2024
  • Advanced Certificate in Advising Family Businesses
    Society of Trust & Estate Practitioners (STEP)
  • Chartered Financial Planner
    CII

Experience

  • UNIQ Family Wealth
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Managing Director & Certified Financial Planner & Chartered Wealth Manager
      • Jul 2013 - Present

      An experienced Certified Financial Planner of over 30 years who works with people to make the most of their money and get more out of their lives. UNIQ Family Wealth helps families cascade wealth seamlessly from one generation to another. Whatever life throws at you UNIQ can support you with your own personal financial plan. An experienced Certified Financial Planner of over 30 years who works with people to make the most of their money and get more out of their lives. UNIQ Family Wealth helps families cascade wealth seamlessly from one generation to another. Whatever life throws at you UNIQ can support you with your own personal financial plan.

  • Off the Wall
    • Artists and Writers
    • 1 - 100 Employee
    • Director
      • Mar 2009 - Present

      Off the Wall is a modern contemporary art gallery based in Llandaff, Cardiff. It aims to provide art of all media including sculptures and photography to be more accessible with a wide range of prices to suit all pockets. Off the Wall showcases popular and well-known artists and also newcomers from Wales, the rest of the UK and Internationally. Off the Wall is a modern contemporary art gallery based in Llandaff, Cardiff. It aims to provide art of all media including sculptures and photography to be more accessible with a wide range of prices to suit all pockets. Off the Wall showcases popular and well-known artists and also newcomers from Wales, the rest of the UK and Internationally.

  • Institute of Financial Planning
    • President
      • Sep 2010 - Oct 2012

  • Bluefin Wealth Management
    • Certified Financial Planner & Chartered Financial Planner
      • Nov 2007 - Jun 2012

      I worked for Bluefin Wealth Managment and carried out true Financial Planning for my clients to help them acheive their objectives and how they want to live the rest of their lives. I am only interested in working with those who are committed to achieving their lifetime goals and objectives. I worked for Bluefin Wealth Managment and carried out true Financial Planning for my clients to help them acheive their objectives and how they want to live the rest of their lives. I am only interested in working with those who are committed to achieving their lifetime goals and objectives.

  • Chambers Morgan James Financial Management
    • Managing Director
      • Dec 1991 - Nov 2007

      Sold company to Bluefin Group (Was then known as Thinc) Sold company to Bluefin Group (Was then known as Thinc)

Education

  • Keele University
    M.Sc(Econ), Apllied Social Studies
    1984 - 1985
  • Brownhills High School for Girls
    1960 - 1966

Community

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