Professional Adviser Enquiries

We work with professional firms: financial advice businesses, wealth managers, and accountants who need technical or operational support from someone who has run an advice practice.
If that is you, the form below is the quickest way to reach us. Tell us roughly what you are dealing with and we will come back to you.

Who This Page Is For

Get in touch if you are an adviser, firm owner, paraplanner, or practice manager and you want to talk about any of the following:

Practice Management & Mentoring – the running of your firm rather than the advice it gives.
Exit & Succession Planning – preparing your firm or client bank for sale or for an internal handover.
Paraplanning & Compliance File Reviews – outsourced technical support for your back office.
Inheritance Tax & Trust Consultancy – delivered through Wills, Tax & Trusts Ltd., and we will introduce you.

You do not need to know which of these you need. If you are not sure, describe the problem and we will tell you whether we can help.

What Happens Next

We read your enquiry. You will normally hear back within two working days.
We arrange a short call, usually 20 to 30 minutes. There is no charge for it, and nothing is expected afterwards.
If there is a piece of work worth doing, we set out in writing what it involves and what it costs before anything starts.

This form is for enquiries from professional firms.

UnaVida Wealth Management Ltd is no longer a regulated adviser and cannot help private individuals with pensions, investments or financial advice.

If that is what you are looking for, please see the section below.

Send us an enquiry

A Note On Our Status

UnaVida Wealth Management Ltd is no longer a regulated adviser and has withdrawn from the FCA.

Everything we do is non-regulated business-to-business consultancy and support, provided to professional firms.

We do not advise your clients; we do not make recommendations about financial products, and where we support regulated work, all regulatory responsibility remains with your firm.