Unique Wealth
KT13, Weybridge
(2)
KT13, Weybridge
(2)
Expert advice across all areas of Financial planning including Mortgages, Investments and Pensions
Unique Wealth is committed to providing you with expert advice and flexible solutions for your individual needs. We believe that our clients get the greatest value from us through the setting out of a tailored strategy to achieve their goals
2 customer reviews
Ross Kitteridge
We were very impressed with how Josh and Bright Blue Wealth dealt with our situation. We were looking to set up a life insurance as well as receive information on pension support too.
Josh was willing to drive just under 2 hours to come and visit us to give us support on both the above topics and we found him extremely helpful!
As a result we decided to join Vitality Life Insurance and we are very happy with the choice we made.
I would strongly recommend Bright Blue Wealth and Josh for any financial advice.
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Billy Houlihan
It was so easy and stress free. The service josh provided was second to none.
What do you love most about your job?
We build relationships with our clients based on mutual trust. We help them on every part of their journey, whether it be buying a new house, or planning their long term financial goals through investments and pensions
What inspired you to start your own business?
When Unique Wealth was founded back in 1991, it was with a vision to create a wealth management business that works face to face with people for the long-term and establish itself as an expert in the sector
Why should our clients choose you?
We work with clients on a face to face basis, meeting and speaking regularly to review changing financial needs including mortgages and other types of lending. We work with small business, individuals and families, ensuring that their wealth continues to build up and lasts through to as many generations as possible, whilst protecting assets as much as possible for the effects of taxation.
Mortgage Advisers
We work with over 50 of the UK's top lenders to find you the right deal. Initial meetings are free to understand your current situation and we will endeavour to give you a friendly, knowledgeable and efficient experience
Financial Advisors
Unique Wealth is committed to providing you with expert advice and flexible solutions for your individual needs. We believe that our clients get the greatest value from us through the setting out of a tailored strategy to achieve their goals
