About Us

Who We Are

Our service is, in every sense of the term, personal and comprehensive. We begin at the beginning. We look in every financial nook and cranny. We test assumptions and challenge preconceptions. We discover what you want out of life. As well as looking after your financial arrangements, we also want to do what we can to help you live your life to the full.

Like any new relationship, getting to know each other is not always straightforward. However, by the end of our first conversation, we’ll know if we’re cut out for each other.

Every new client soon discovers that we really are committed to improving their financial future in any way we can. Whether that means increasing your net worth over the years or ensuring that wealth cascades through the generations.

happy couple sitting on a beach with blanket wrapped around

The majority of our clients come to us through the recommendation of a friend, colleague, or other professional advisers. Often they are disappointed with the standard of advice or service they have been subjected to in the past.

About 50 percent of our client portfolio comprises individuals who require their substantial investment/pension portfolios to be managed professionally and in such a way that their capital is safe and secure. In addition, they benefit from our IHT planning expertise which ensures that their wealth will be passed on to their loved ones at the lowest possible tax cost.

We attract owners of profitable businesses who not only want their business to grow but are also intent on accumulating considerable personal wealth. Many of our business owner clients have benefited greatly from our “Total Planning Approach”.

We Are Facilitators

Our network of third-party professional connections enables us to deal with almost every aspect of your financial planning, such as arranging wills, trusts, and complex tax planning.

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
77
Positive Reviews we have on Vouched for making us a UK Top Rated IFA
171
Performance of the Top Global Fund Over 5 Years.

Our Expert Advisors

Every client at UnaVida considers their adviser a confidant. We in turn, look on our clients as friends — people that we care about and want to assist in any way we can.

Our Certifications & Awards

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