Notice: UnaVida Wealth Management Ltd has successfully transitioned its client base. Ray Best now works exclusively with professional advisers providing specialist, non-regulated IHT and trust consultancy via Wills, Tax & Trusts Ltd.

Wokingham %

Independent financial advice in Wokingham

We are a Berkshire-based independent financial advisory firm. We work with clients in Wokingham to help them build and protect their wealth and live a life free from financial constraints.

why choose us

Wokingham wealth management services

Whether it is business goals or personal lifestyle ambitions you want to achieve, we will help you create a master plan that takes care of you, not just your money.

Estate Planning & Wills Support

Wills, lasting powers of attorney and asset protection for your clients, drafted alongside you.

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Trust Planning & Administration

Trust selection, drafting, administration and review for your clients. Specialist technical support that leaves your client relationship intact.

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Inheritance Tax Planning

Gifting, reliefs, business property relief and the April 2027 pension changes. Specialist IHT support for advisers, accountants and professional firms.

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What clients say

Discover what our clients 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)

Resources

Choose from our extensive library of informative guides, helpful videos and insightful blogs.

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   jackie kawekwa 
 
 
 
 Trustindex verifies that the original source of the review is Google. Friendly and helpful
  
 
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   Mike Moorhouse 
 
 
 
 Trustindex verifies that the original source of the review is Google. Having been with UnaVida for the past 10 years, now in  these troubled times we have complete confidence leaving our financial affairs in Ray's capable hands.
What we like is UnaVida are regularly in touch on a one to one basis which is very satisfying.
For financial advice/ planning, UnaVida are the excellent with a direct line to Ray Best.
  
 
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   Elspeth Elson 
 
 
 
 Trustindex verifies that the original source of the review is Google. UnaVida have helped me over the last six years with pension, tax and financial planning. Ray Best and his team are knowledgeable, efficient and supportive with all financial issues I have needed help with.
  
 
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   Sarah Gooderham 
 
 
 
 Trustindex verifies that the original source of the review is Google. UniVida has been great for us, providing the right advice just when we needed it. Having been strongly recommended by a good friend, UniVida has proven themselves to be friendly, patient and very knowledgeable.
  
 
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   Colin Steel 
 
 
 
 Trustindex verifies that the original source of the review is Google. Understanding the 'minefield' of financial management , with all of the legalities and thresholds is not easy for those who have spent their working lives in other industries. The comfort of having an Expert to guide you through all of the complexities is of paramount importance. Having met & known Ray Best, UnaVida, for several years before placing my complete trust in Ray's operation means security for myself, family in my retirement & future. Thankyou Ray & UnaVida.
  
 
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   Debbie Steel 
 
 
 
 Trustindex verifies that the original source of the review is Google. Ray Best has a great understanding of the financial needs of his clients and enjoys helping them get the best returns on their financial assets.
  
 
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   mike elson 
 
 
 
 Trustindex verifies that the original source of the review is Google. Until two years ago our investments were through major banks and we had become used to being small fish in a large pond where we had very little influence on investment decisions or advice on overall financial management.

Disappointed and frustrated we discovered a locally based IFA that provided a comprehensive financial strategy covering investment, pensions, inheritance tax, wills, and life planning.
We now feel appreciated and more closely involved with regular reviews, newsletters, and personal contact. Our investment portfolio has performed very well even in the last difficult 12 months.

Ray has also been able to offer us very useful advice on using our investments to help our 3 children when they needed financial support.

We have no hesitation in giving an unqualified recommendation for Ray and his team at UnaVida.

Mike and Maggie Elson
  
 
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   Mary Doran 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have known Ray Best for years.  If you want an IFA you can trust, you should contact Ray Best.
  
 
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   stuart self 
 
 
 
 Trustindex verifies that the original source of the review is Google. Ray has been my IFA for nearly 8 years now throughout that time under Ray's guidance the performance of the portfolio has been consistent and has provided both gains in capitol and an income .
however this year has been exceptional and Ray has excelled in picking some prime investments and with good timing has significantly increased my capitol .
Ray has always been very good at communicating his views on investments and with his news letters , not only a good read and interesting  shows a deep understanding of what is happening in the financial world .
i would like to thank Ray and his team for a great performance this year.

About

Start with the end in mind.

Create a compelling vision of your future and make smart decisions about your money to ensure you achieve it. Our years of experience and ongoing advice will help you enhance your wealth, minimise your personal or business tax, and increase the value of your assets.

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