Unique Financial Planning & Investment 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.
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.
Ray's philosophy to finance was aligned with ours.
I look at Ray as a friend, rather than just an adviser.
Wealth Management
Our client-first approach means we take the time to thoroughly understand your financial landscape, risk tolerance, and aspirations, ensuring your needs are always prioritised. We provide independent advice and are not restricted to the choice of funds, enabling us to choose top-performing funds.
Business Owners
We have assisted many business owners over the years, transforming the financials of the business, which has helped dynamic business owners achieve a higher level of growth. All assisted by utilising assets more efficiently using our Total Planning System.
Our Personal Financial Service for Individuals
If you are looking for a comprehensive financial planning solution to assist you in achieving peace of mind for your family, that is what we provide for clients with £300,000 or more in investment and pension assets.
