Aligning your business and personal wealth goals
We work with business owners who generate annual profits of £175,000 or more.
If you wish to grow your business and increase your personal wealth, do contact us for a second opinion.
If your business is a good fit, we trust we will be able to repeat the success we have achieved for our business owner clients.
How we help
Wealth acceleration for business owners
Targeted support to find solutions to your business challenges.
Whether it is succession planning, tax, or questions about using a SIPP or SSAS to gain control over your pension pot, our highly experienced and skilled business adviser will show you how to optimise your arrangements, make savings, and work with you to remove obstacles standing in your way.
Our purpose is to provide you with a worry-free future.
While nothing in life or the markets is a certainty, our investment philosophy – placing your values and goals at the centre of everything, trend investing, and getting daily stock market information, which we use to adjust our model portfolios –means our clients gain peace of mind working with us.
Watch our client videos
Independent financial advice
Specialist, independent, and expert financial advice to enable you to create wealth independently from your business.
As well as our advice, you will receive input from our panel of professional contacts.
We will show you our three-step formulae for business success. As part of the process, you will reassess your goals and aspirations.
Properly conducted board meetings have proven to be very beneficial for our business owner clients.
We are often able to help resolve problems and clarify financial understanding.
Second opinion service
We offer a small number of “second opinion” without obligation appointments per month.
To apply for a complete overview of your financial arrangements, please use the contact us page.
Poor health or premature death can create both financial and administrative problems.
Ensure you are adequately covered and have the additional security of correctly worded legal documentation.
What our clients say
Discover what our clients really think of us and how we help them succeed.
UnaVida are trustworthy, honest, and reliable.
Ray's philosophy to finance was aligned with ours.
I look at Ray as a friend, rather than just an adviser.
Your journey starts with a meeting that is all about you, what sort of future you want, and how you plan to spend your time. We will demonstrate our three-step formulae that will clarify what is required to keep you on track.
Then we will ask you our killer motivational question that will provide the momentum for you to take action.