New wealth management division launched by Unique Financial Planning

by | Feb 12, 2021

idea bulb

Unique Financial Planning has launched a new wealth management division in a bid to attract more high-net-worth clients and widen the scope of its offering.

The launch follows the merger of Unique and part of Bright Blue Wealth (BBW), a well respected Surrey-based wealth manager founded in 1999. Both businesses are part of Openwork.

As part of the deal, BBW founder and owner Rhiannon Vallis and three BBW advisers have
merged with Unique to create Unique Wealth, based in a new office in Weybridge, Surrey.
Vallis, who has more than 20 years’ financial service experience, and her team will focus on
HNW individuals looking for generational planning services and to preserve wealth.
The merger with the new team will increase Unique’s assets under influence to just under
£700m and expands the firm to 32 advisers across five locations in Dorset, Surrey,
Hampshire and Wiltshire.

Stewart Williams, CEO of Unique Financial, commented: ‘We are delighted to welcome
Rhiannon and her team to Unique and are incredibly excited for the opportunities that await
us in the wealth management space. ‘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.’

Rhiannon Vallis said: ‘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.’

Related articles

Argentina devalues peso, slashes public spending

Argentina devalues peso, slashes public spending

(Sharecast News) - Argentina's new hard-right government has devalued its currency by more than half in its first package of economic measures that include slashing public spending. The plans, unveiled by economy minister Luis Caputo in a televised address, also...

OPEC+ agrees to cut output by a further 1m barrels a day

OPEC+ agrees to cut output by a further 1m barrels a day

(Sharecast News) - OPEC+ members have reportedly agreed to cut oil production by a further one million barrels a day. In an online meeting, the cartel of oil producing nations- led by Saudi Arabic - said the production cuts would begin early next year. According to...

Gold and oil prices jump on geopolitical unrest

Gold and oil prices jump on geopolitical unrest

(Sharecast News) - Commodity prices continued to rise on Friday, as tensions escalated across the Middle East. Gold, traditionally seen as a safe haven asset, pushed past $1,980 an ounce, with Comex gold futures adding nearly 1% at $1,980.60, the highest since May....

Trending stories

Join our mailing list

Subscribe to our mailing list to receive regular updates!