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Adviser launches wealth division after merger

Adviser launches wealth division after merger
Credit: Artem Beliaikin from Pexels

Unique Financial Planning has launched a wealth division after merging with a wealth manager.

The Swindon-based financial adviser has set up a wealth management arm in a bid to attract more high net worth clients and expand its offering.

The launch comes after Unique merged with part of wealth manager Bright Blue Wealth in December.

BBW founder and owner Rhiannon Vallis, along with three BBW advisers, have merged with Unique as part of the deal to form ‘Unique Wealth’, based in a new office in Surrey.

Vallis’ team will focus on HNW individuals looking for generational planning services and to preserve wealth.

According to Unique, the merger will increase its assets under influence to almost £700m, and expands the firm to 32 advisers across five locations in Dorset, Hampshire, Surrey and Wiltshire.

Stewart Williams, chief executive of Unique Financial, said: “Over the past few years, we have been gradually expanding our offering to ensure we can provide the full range of services to our clients throughout their lives.

“The creation of Unique Wealth is a transformative step for us and will allow us to offer a wider range of wealth preservation and generational planning services to those with more complex financial needs.”

Vallis added: “The added support that being part of a bigger organisation such as Unique will allow us to offer an even better service to our clients.

“I speak for all four of us when I say that we can’t wait to get working with our new colleagues to create an offering of genuine benefit to clients looking to preserve and grow their wealth.”

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