Practice Management & Mentoring for Professional Advisers
Running an advice firm and advising clients are two different jobs. Most advisers were trained to do the second one and then found themselves doing the first.
Ray Best spent decades building an advice practice and then prepared it and sold it. This service exists so that other firms' owners can draw on that experience rather than acquire it the expensive way.
Who We Work With
We work with the owners and directors of financial advice firms – from sole practitioners with a small support team to established firms with several advisers.
The common thread is rarely size. It is usually a firm that is working hard and could be working better: too much of the owner’s week spent on work somebody else should be doing, processes that grew up rather than were designed, and a business that would struggle if one person stepped away from it.
This is a business consultancy service. We work on your firm, not on your clients’ affairs.
How We Help
Owner Time and Role Design
Most firm owners are the bottleneck and the rainmaker at the same time. We start by looking honestly at where your week actually goes, then work out which parts of your role genuinely need you – and build a plan to move everything else.
Process and Workflow Review
Advice firms rarely design their processes; they accumulate them. We map how work really moves through your business, from first enquiry to annual review, and identify the handoffs where time, quality and margin are being lost.
Proposition and Client Segmentation
Not every client should be served in the same way, and few firms are confident their pricing reflects the work they do. We help you define who your firm is genuinely for, what each group of clients receives, and what that should cost.
Team Structure and Recruitment
Knowing when to hire, what to hire and how to bring someone in without destabilising the business is one of the harder calls an owner makes. We work through the sequencing with you and help you define the role properly before you advertise it.
One-to-One Mentoring
Running a firm can be an isolating job, particularly when the people closest to the work are also the people you employ. Regular one-to-one sessions give you somewhere to think out loud with someone who has carried the same responsibilities.
Management Meetings
Properly run management meetings change how a firm makes decisions. We can help you establish the rhythm, set the agenda and, where it is useful, sit in as an independent voice in the room.
A note on our status
UnaVida Wealth Management Ltd is no longer a regulated adviser and has withdrawn from the FCA. This is a non-regulated business consultancy service provided to professional firms. We do not advise your clients, we do not make recommendations about financial products, and responsibility for your firm’s regulatory obligations remains entirely with you.
How we start
The first conversation costs nothing and commits you to nothing. We will ask what is working, what is not, and what you would change first if you could. If there is a piece of work worth doing, we will scope it and tell you what it involves before you decide anything.
ARRANGE A CONVERSATION
Our Approach
Exit & Succession Planning – Preparing your firm and your client bank for a sale that may still be years away.
Paraplanning & Compliance File Reviews – Technical back-office support for regulated firms.
