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.

The positive aspect of the pandemic has led many to consider their family and their future more thoughtfully, and to understand and focus upon what they really want to do with our lives.

Financial advisers will offer to assist you with your money, by offering you investment advice, but we are more concerned with assisting you to create a future that is meaningful to you.

In addition to the questions average financial advisers may ask, we ask a whole pile more, that is because we want to ensure that any advice that we provide relates to your core values, and that any strategy provided is linked to those values and what you want to get out of life.

That is why the discovery meeting takes a minimum of an hour and a half, time well spent as it allows us to get to know one another, and ensures we are delivering advice – the focus of which is primarily on your dreams and desires.

To request an initial “discovery” meeting click here.

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

3000
Investment Funds for Sale in UK
171
Performance of the Top Global Fund Over 5 Years
-24
Performance of the Bottom Global Funds Over 5 Years
64
Gains in 4.5 months following our advice to buy gold mining collectives
112
Positive Reviews we have on Vouched for making us a UK Top Rated IFA
171
Performance of the Top Global Fund Over 5 Years

You should be aware that past performance will not necessarily be repeated in the future.

Our Process

DISCLAIMER

Any statements and opinions provided on our website encapsulate the thoughts and beliefs of our Managing Director Ray L Best; if you are in any doubt – you should always seek individual advice.

Our model portfolio selections are based upon the latest information on markets, and considerable research. Before making any investment decisions always take advice and ensure that it fits your investment personality and financial situation.

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

We often include investment trusts in our recommendations; investment trusts often use borrowings to increase assets under management, this is referred to as “gearing”.

Investment trust prices are often at variance to the value of the assets held; if the price is above the net asset value of the trust this is referred to as a premium; if the price is less than the net asset value then the trust is said to be at a discount.

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

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.

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.

Our Certifications & Awards