UnaVida Wealth Management Ltd
UW
Financial Advisors
UnaVida Wealth Management Ltd
Office 3, Wokingham RG41 2PY
# UnaVida Wealth Management Ltd
UnaVida Wealth Management is an independent financial advisory firm based in Wokingham, Berkshire, specialising in comprehensive financial planning for affluent individuals and business owners. Led by Ray, an experienced adviser with decades in the industry, the firm takes a distinctly personal approach to wealth management, prioritising deep client relationships over corporate formality.
The business serves two primary markets: individuals with £300,000 or more in investments and pensions seeking comprehensive financial planning, and business owners looking to optimise their financial position and accelerate growth. Their target audience typically includes families in the Berkshire and Hampshire regions planning for retirement, wealth preservation, and legacy protection.
What distinguishes UnaVida is their commitment to truly personalised service without the trappings of traditional wealth management firms. Rather than fancy offices, they offer straightforward expertise and transparent advice. As an independent adviser, they're unrestricted in fund selection, choosing top-performing investments rather than proprietary products. Their "Total Planning System" helps clients utilise assets more efficiently, particularly benefiting business owners.
Client testimonials emphasise trust, reliability, and Ray's ability to align financial philosophy with client values. The firm positions itself as accessible for second opinions, inviting local prospects to explore whether their current arrangements represent best value. Their approachable philosophy—viewing advisers as friends rather than distant professionals—reflects a philosophy centred on understanding the unique challenges families and business owners face.
UnaVida Wealth Management is an independent financial advisory firm based in Wokingham, Berkshire, specialising in comprehensive financial planning for affluent individuals and business owners. Led by Ray, an experienced adviser with decades in the industry, the firm takes a distinctly personal approach to wealth management, prioritising deep client relationships over corporate formality.
The business serves two primary markets: individuals with £300,000 or more in investments and pensions seeking comprehensive financial planning, and business owners looking to optimise their financial position and accelerate growth. Their target audience typically includes families in the Berkshire and Hampshire regions planning for retirement, wealth preservation, and legacy protection.
What distinguishes UnaVida is their commitment to truly personalised service without the trappings of traditional wealth management firms. Rather than fancy offices, they offer straightforward expertise and transparent advice. As an independent adviser, they're unrestricted in fund selection, choosing top-performing investments rather than proprietary products. Their "Total Planning System" helps clients utilise assets more efficiently, particularly benefiting business owners.
Client testimonials emphasise trust, reliability, and Ray's ability to align financial philosophy with client values. The firm positions itself as accessible for second opinions, inviting local prospects to explore whether their current arrangements represent best value. Their approachable philosophy—viewing advisers as friends rather than distant professionals—reflects a philosophy centred on understanding the unique challenges families and business owners face.
Services offered
Wealth managementInvestment advice for business ownersPension managementComprehensive financial planningEstate planningFund selection and portfolio managementRetirement planningBusiness financial optimisation