Keith (Berkshire)
Nothing reaches your client that you have not seen.
You see every recommendation before your client does. Where something conflicts with advice you have already given, we resolve it between us first.
This video was published while UnaVida Wealth Management Ltd was authorised and regulated by the Financial Conduct Authority. It is retained for reference only. UnaVida Wealth Management Ltd has since withdrawn from the FCA and does not provide financial advice to retail clients. Nothing in this article should be relied upon as advice.
Client since
March 2018
Based in
Berkshire
Main goal
Retirement Planning & Tax Efficient investments.
What clients say
Your client relationship stays yours.
You will never receive an invoice you were not expecting.
