Why Choose Us? | UnaVida Wealth Management Ltd

Why Choose UnaVida Wealth Management Ltd?

Find out what we mean by the “UnaVida Approach” and what differentiates us from other financial advice firms.

Our approach is different; it is all about you

Our purpose is to take care of you, not just your money. That is why, at our first meeting, we will ask 65 (or more) questions about you, your life, and what you want to achieve.

Our approach is engineered to produce advice and results that are directly matched to what is important to you – your values, priorities, challenges, and goals.

A VouchedFor Top Rated Adviser

Our clients trust and value what we do. Ray has been rated a VouchedFor Top Rated Adviser for 7 years, based purely on customer reviews.
top rated adviser

Exceptional Investment Knowledge

Our clients often comment that “if we have a question, you have the answer”. And that is how we want it to be.

We never take short cuts when it comes to your financial future, applying our extensive knowledge for your benefit.

A “One-Stop Shop”

We offer a truly comprehensive service where all your financial advice needs and lifestyle objectives are addressed under one roof.

Synchronised – rather than traditional disjointed planning – ensures that every aspect of your wealth is working to the same goals.

Your journey

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.

What our clients say

Discover what our clients really think of us and how we help them succeed.

UnaVida are trustworthy, honest, and reliable.

Jim (Hampshire)

Ray's philosophy to finance was aligned with ours.

Keith (Berkshire)

I look at Ray as a friend, rather than just an adviser.

Martin (Berkshire)

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Resources

Choose from our range of guides, videos and blogs.

About

If you are a successful business owner or you are planning for retirement and have a large pension fund, we may be able to help you build and protect your wealth.

Registered in England and Wales. Registered Number 5553273.
Registered Address: Victoria House, 26 Queen Victoria Street, Reading, Berkshire, RG1 1TG

A pension is a long-term investment that typically cannot be accessed until age 55 (57 from April 2028). The level of pension benefits offered could change depending on the value of your investments (and any income they may generate).

The interest rates in effect at the time you begin receiving benefits may also have an impact on your pension income. The tax consequences of pension withdrawals will depend on your unique situation. In later Finance Acts, tax rates, tax bases, and tax relief may change.

The opinions expressed by Ray Best are meant to inform and educate. Before making any investment decisions always take advice that is pertinent to your investment personality and financial situation.

You are aware that past performance will not necessarily be repeated in the future, but you should be aware that persistent poor performance invariably will.

The value of an investment and the income from it could go down as well as up.

The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

UnaVida Wealth Management Ltd. is directly authorised and regulated by the Financial Conduct Authority (440577).

The guidance in this website is primarily aimed at a UK audience and is subject to regulation by the Financial Conduct Authority (FCA).

The Financial Conduct Authority does not regulate tax planning, estate planning, or wills and any form of legal documentation.