UnaVida Wealth Management | Top Financial Advisors
Client Portal 0118 934 7921 enquiries@unavida.co.uk

Menu

Enjoy Life & Secure Your Legacy

Comprehensive Financial Planning for Wealth & Lifestyle Preservation, for you to make the most out of life and leave a secure legacy in the Hurst/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 discover a dedicated team committed to guiding clients through the complexity of their financial affairs. We understand the unique challenges that individuals and business owners like you face, especially as you plan for retirement and aim to preserve and grow your wealth.

Working alongside a top-rated independent advisor with decades of experience who specialises in retirement planning, investment management, tax optimisation, and estate planning will enable you to make informed decisions about your future.

We recognise your concerns about investment risk, market volatility, diverse asset portfolios, and the need for income security. Our approach is to tailor a financial plan that addresses these concerns, aligns with your risk tolerance, and helps you achieve your goals of a comfortable retirement, wealth preservation, and a lasting legacy for your family.

If you're in the Berkshire area, we invite you to meet with us for a consultation to discuss your financial aspirations and how we can help you navigate the path towards a secure and prosperous future."

What our clients say

Discover what our clients think of us and how we help them succeed.

UnaVida are trustworthy, honest, and reliable.

Jim (Hampshire)

Ray's philosophy to finance was aligned with ours.

Keith (Berkshire)

I look at Ray as a friend, rather than just an adviser.

Martin (Berkshire)

Arrow left
Arrow right
Book a 30 Minute Call

 

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.

Take me there

Investments for 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.

Take me there

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.

Take me there

Blog

Read all blogs

Emergency Tax on Pensions

Steps to Maximise Your Pension

Book a free consultation
Office 3
Trinity Court
Molly Millars Lane
Wokingham
RG41 2PY
Cookies policy Privacy policy

Registered in England and Wales. Registered Number 5553273.
Registered Address: Victoria House, 26 Queen Victoria Street, Reading, Berkshire, RG1 1TG

A pension is a long-term investment that typically cannot be accessed until age 55 (57 from April 2028). The level of pension benefits offered could change depending on the value of your investments (and any income they may generate).

The interest rates in effect at the time you begin receiving benefits may also have an impact on your pension income. The tax consequences of pension withdrawals will depend on your unique situation. In later Finance Acts, tax rates, tax bases, and tax relief may change.

The opinions expressed by Ray Best are meant to inform and educate. Before making any investment decisions always take advice that is pertinent to your investment personality and financial situation.

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

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.

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

The guidance in this website is primarily aimed at a UK audience and is subject to regulation by the Financial Conduct Authority (FCA).

The Financial Conduct Authority does not regulate tax planning, estate planning, or wills and any form of legal documentation.

UnaVida Wealth Management Ltd
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.