UnaVida Wealth Management Ltd. - Unique Financial Planning & Manager Services

UnaVida Wealth Management Ltd. - Unique Financial Planning & Manager Services

Comprehensive Financial Planning for Wealth & Lifestyle Preservation, to live life on your terms and protect your family in the Wokingham / Berkshire area.

Understanding families and business owners’ needs is at the heart of our advisory business. If you’re seeking a friendly, local, independent financial advisor who offers a deeply personalised service, we’re here to assist you.

In our offices, you won’t find fancy artwork, but you will find a team committed to guiding clients through the complexity of their financial affairs. We understand the unique challenges that individuals and business owners face, especially if you plan for retirement and aim to preserve and grow your wealth.

Neil from Berkshire

 

Working alongside a top-rated independent adviser with decades of experience who specialises in truly comprehensive financial planning will enable you to make informed decisions about your future.

We provide best value to individuals with £300,000+ in investments and pensions, and can also assist business owners.

If you live in the Berkshire area, we invite you to meet with us for a second opinion on your current financial arrangements.

 

What our clients say

Discover what our clients think of us and how we help them succeed.

UnaVida are trustworthy, honest, and reliable.

Jim (Hampshire)

Ray's philosophy to finance was aligned with ours.

Keith (Berkshire)

I look at Ray as a friend, rather than just an adviser.

Martin (Berkshire)

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Pension Contributions for High Earners

How to Manage a Pension Fund Effectively

Registered in England and Wales. Registered Number 5553273.
Registered Address: 8f Millars Brook, Molly Millars Lane, Wokingham, Berkshire, RG41 2AD.

A pension is a long-term investment that typically cannot be accessed until age 55 (57 from April 2028). The level of pension benefits offered could change depending on the value of your investments (and any income they may generate).

The interest rates in effect at the time you begin receiving benefits may also have an impact on your pension income. The tax consequences of pension withdrawals will depend on your unique situation. In later Finance Acts, tax rates, tax bases, and tax relief may change.

The opinions expressed by Ray Best are meant to inform and educate. Before making any investment decisions always take advice that is pertinent to your investment personality and financial situation.

You are aware that past performance will not necessarily be repeated in the future, but you should be aware that persistent poor performance invariably will.

The value of an investment and the income from it could go down as well as up.

The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

UnaVida Wealth Management Ltd. is directly authorised and regulated by the Financial Conduct Authority (440577).

The guidance in this website is primarily aimed at a UK audience and is subject to regulation by the Financial Conduct Authority (FCA).

The Financial Conduct Authority does not regulate tax planning, estate planning, or wills and any form of legal documentation.