Privacy Policy

UnaVida Wealth Management Ltd is registered in England and Wales, company number 05553273. Our registered office is

3 Trinity Court, Molly Millars Lane, Wokingham, Berkshire, RG41 2PY

UnaVida Wealth Management Ltd is not authorised or regulated by the Financial Conduct Authority. We withdrew from FCA following the sale of the firm’s client bank, and we do not provide financial advice. We provide non-regulated consultancy and support services to professional firms.

This notice explains what personal information we collect, why we collect it, how long we keep it and what rights you have. It applies to this website and to the services we provide. Wills, Tax & Trusts Ltd is a separate company with its own privacy policy, published at willstaxandtrusts.com/privacy-policy.

1. What information we collect

When you contact us through this website or by email, we collect your name, your firm, your role, your email address and telephone number, and whatever you choose to tell us about your enquiry. We ask that you do not include information about your own clients at the enquiry stage.

When your firm engages us, we collect the information needed to carry out that work and to administer the engagement, including correspondence with you and your colleagues.

We collect limited technical information about how this website is used, through cookies. This is covered in section 8.

We also hold records created during the period when UnaVida was authorised and regulated by the Financial Conduct Authority. These are covered separately in section 6.

2. Information about your clients

Where your firm engages us to work on client files – for example a file review, or a suitability report drafted to your templates – we process personal data belonging to your clients on your instructions. In that arrangement your firm is the data controller and we act as a data processor, under a written agreement made before any client data changes hands.

This means your clients’ rights are exercised through your firm, not through us. If a client of yours contacts us directly about their data, we will refer them to you.

Where that work involves information about people connected to a client – family members, dependents, business partners or fellow shareholders – that information reaches us from the instructing firm. It is that firm’s responsibility to have a lawful basis for sharing it and to have given those individuals its own privacy notice.

3. Our lawful bases for using your information

Under UK GDPR we rely on the following:

• Legitimate Interests – responding to enquiries, delivering and improving our services, and keeping this website secure. We have considered your interests and rights and are satisfied they are not overridden.
• Performance of a Contract – once your firm engages us, to carry out and administer the work.
• Consent – for marketing messages, and anywhere else consent is required. You can withdraw it at any time.
• Legal Obligation – where we are required to collect or retain information by law or by regulatory record-keeping requirements. This applies in particular to the records described in section 6.

Where we process personal data belonging to your clients, we do so on your firm’s instructions and under your firm’s lawful basis, not our own.

We do not require special category data in the ordinary course of our work. Where a file we are asked to review happens to contain it, we process it only as the instructing firm directs and only for as long as that work requires.

4. How we use your information

To respond to your enquiry, to deliver the services your firm has engaged us to provide, to keep a record of that work, to meet our legal and regulatory obligations, and – where you have asked to receive them – to send you occasional updates.

5. Who we share it with

We do not sell your information and we do not share it for anyone else’s marketing.

We may share it with trusted suppliers we use to run our own business, such as IT, email and document storage providers and our professional advisers. Where we do, they are bound by contract to process it only on our instructions and to keep it secure.

Where your enquiry concerns inheritance tax, trust or estate planning work, we may pass it to Wills, Tax & Trusts Ltd so that they can respond to you. We will tell you when we do this. Wills, Tax & Trusts Ltd is a separate data controller and its own privacy policy will apply from that point.

Where your firm has engaged us to work on client files, we do not share that data with anyone outside the arrangement without your firm’s written instructions.

We will disclose information where we are required to do so by law.

Your information is stored and processed in the United Kingdom.

6. Records from UnaVida’s years as a regulated firm

Until May 2026, UnaVida Wealth Management Ltd was authorised and regulated by the Financial Conduct Authority and provided financial advice to individual clients. That part of the business was sold and we no longer carry out regulated activities.

We continue to hold records created during that period. We are required to, and in some cases required to hold them for a long time, because advice given years ago can still be examined years later. Our lawful bases for keeping them are legal obligation and our legitimate interest in being able to respond to a complaint or a claim.

7. Cookies

This website uses cookies – small files placed on your device – in the following categories:

• Strictly necessary cookies, which the site needs in order to work.
• Functionality cookies, which remember choices you have made.
• Analytics cookies, which help us understand how the site is used. We use Google Analytics for this, and it produces anonymous statistics about visitor numbers and which pages are read.

You can accept or reject non-essential cookies using the banner shown on your first visit, and change your choice at any time through the cookie settings link. You can also block cookies through your browser settings, although some parts of the site may not work as intended if you do. Full details are in our Cookies Policy.

8. Email tracking

Some of the emails we send, particularly follow-up messages and updates, may record whether the messages was opened and whether links in it were clicked. We use this only to understand whether our messages are useful. You can opt out by unsubscribing, and unsubscribing will not affect anything else we are doing for you.

9. Marketing

We will only send you updates if you have asked us to. Every message includes a way to stop receiving them, and you can ask us to stop at any time by replying or by writing to the address below.

10. Your rights

You have the right to ask for  copy of your personal information we hold about you, to ask us to correct anything inaccurate, and in certain circumstances to ask us to delete it, to restrict how we use it, to object to our using it, or to receive it in a portable form. Where we rely on your consent, you can withdraw it at any time.

11. Other websites

This website links to others, including willstaxandtrusts.com. This notice applies only to this website. When you follow a link elsewhere, please read the privacy notice published there.

12. Complaints

If you are unhappy with how we have handled your personal information, please tell us first using the details below and we will try to put it right.

You also have the right to complain to the Information Commissioner’s Office: Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF. Telephone 0303 123 1113. Email casework@ico.org.uk. Website ico.org.uk.

13. How to contact us

For any question about this notice, or about the information we hold, write to the Data Protection Manager at UnaVida Wealth Management Ltd, 3 Trinity Court, Molly Millars Lane, Wokingham, Berkshire, RG41 2PY, or email ray.best@unavida.co.uk.

General enquiries: enquiries@unavida.co.uk or 0118 934 7921.