Investment Excellence – Berkshire.

Investment Excellence – Berkshire – We have recently received a review from Vouched For, plus a certificate saying how wonderful UnaVida is and that we have a rating of 4.7 out of 5.

I wonder if that is a true reflection of our firm, or have we achieved that rating for another reason?

You see, I learned many years ago, not to accept everyone and anyone as a client. Yet many prospective clients come to their first meeting believing that they are choosing whether to select UnaVida as their IFA of choice in Berkshire.

In reality, we are deciding whether they fit our criteria, do they pass muster as potential clients, in order to do so, they have to pass a variety of tests. The first test is quite crucial, that is the niceness test, all our clients are lovely people – so they must be similar. The second equally important test is sense of humour, they have to laugh at our bad jokes. There is one last test, they need to understand that we are the advisers and that they are clients. It follows therefore that any advice provided is given after a great deal of consideration and thought and is in their best interests. So when we say jump, they need to say – how high. Sorry that was another bad joke.

I think therefore, that my firm UnaVida has rigged the very high ratings in Vouched For.

As we only take on nice clients, when we ask them to complete a review, they say nice things!

I would like to end by saying many, many thanks to our lovely clients for proving such nice reviews.




Ray Best is a resilient Financial Planner with a unique approach to investment planning, his work ethic has propelled him from humble beginnings to be voted as a top UK Financial Planner by Vouched For (as published in the Sunday Times). These days he works with families with large investment portfolios or big inheritance tax liabilities, the first step, is to book a Discovery Meeting HERE.

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