Featured Planning Services

The accrual of wealth is not totally dependent on how you invest your money. To increase your net worth over your lifetime requires order and organization, i.e. doing the right things, at the right time, in the right way.

Investment Planning

As with any investment made in life—a family, a home, a college education—the best results are achieved by carefully constructing a plan and then following that plan consistently over time. A well-crafted investment plan and investment policy statement provides a broad context for making important financial decisions and then prescribes a prudent investment philosophy and set of investment management procedures for achieving your long-term financial goals.

Wealth Planning

At UnaVida Wealth Management, we use the following systematic consulting process for uncovering your most important goals and for designing and implementing appropriate solutions.

Wealth Acceleration for Business Owners

For business owners running a business with annual profits of between £250,000 to £500,000, the path to success depends largely on following a plan of action to leverage both your personal and business assets so that the results of those actions multiply your wealth.

Our Financial and Investment Planning
will Provide You with a Worry Free Future.

Investment Funds for Sale in UK
Performance of the Top Global Fund Over 5 Years
Performance of the Bottom Global Funds Over 5 Years
Gains in 4.5 months following our advice to buy gold mining collectives
Positive Reviews we have on Vouched for making us a UK Top Rated IFA
Performance of the Top Global Fund Over 5 Years

Our Process

Discovery Meeting

We will carry out an extensive assessment of your financial circumstances at the outset to establish your financial planning requirements. This will include:
  • Gathering of information about your existing financial arrangements and personal circumstances.
  • Gaining an understanding of your personal Goals, Needs and Objectives.
  • Understanding of your investment knowledge and attitude and tolerance towards investment risk and loss.
  • Gaining an understanding of your attitudes towards estate planning and providing for the costs of long-term care.

Data Analysis

We will conduct a full analysis of your current financial position and undertake an assessment of the likelihood of you achieving your stated objectives. This will include:
  • Building a Lifelong Cashflow Forecast which will show, based on assumptions agreed between us, whether you are likely to run out of money in the future.
  • Considering a number of catastrophe scenarios to determine whether your family will be financially secure in the event of death or disability.
  • Using your Risk Profile to determine the suitability of your existing investments (for example, are you exposed to too much risk?)

Strategy & Plan

  • Working through and developing your Financial Plan with you at the center of the process.
  • Highlighting any weaknesses exposed in your existing arrangements. Planning to overcome any shortfalls or defects in your planning.
  • Agreement to a plan of action for the achievement of your objectives. We will advise how to take specific steps to realize your plan and review regularly.
rich couple sitting in a sailing yacht with tablet

Achieve Your Goals

Although your overriding requirement is accruing and protecting your wealth, to achieve those goals requires us to take account of many different issues, options, and possibilities.

If for instance you’re retired, the arrangements we propose are likely to be quite different from those we would recommend for a business owner or an employee.

But in every instance, we take things one step at a time and we’re thorough – extremely thorough. Before we get anywhere near investments, we sort out the essentials. So irrespective of your employment status, our first step will be an examination of your will and insurances.

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