Do you worry that the pension choices you make today, will impact your income in Retirement?
Consult with the experts - Understanding families and business owners’ needs is at the heart of our advisory business.
Our aim is to ensure we help protect and grow wealth by delivering a truly comprehensive financial planning service.
Our modern office with private parking is located close to Wokingham and Reading. You won't find an oil painting in our offices, but you will find a team dedicated to helping clients navigate the labyrinth of their financial arrangements.
Let top-rated independent advisor UnaVida shine a light on your financial world and help you make smarter decisions about your future.
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.
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 £500,000 or more in investment and pension assets.
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.
Do you have a compelling vision of your future? To realise your ambitions, are you planning to grow both your business and your personal wealth?
You need to find a financial planning service that has the capability and understanding to provide you with a detailed step-by-step process to succeed.
(A service as rare as hens’ teeth!).
An initial discussion and review will cost you nothing but may end up saving you and your business thousands of points.
Are we a good fit? Get in touch to find out.