Unavida Independent Financial Advisors Wokingham

UnaVida helps both business clients and private individuals with financial planning, investments, retirement plans and wealth management.

We have a tremendous track record of assisting business owners achieve growth breakthroughs using our Total Planning System.

We also help clients with pensions of £500,000 or more make a success of their retirement.

Our success with business owners has translated into millions of pounds for them, when they have sold their business, all down to them implementing our Total Planning System, and introducing additional strategies at a critical point in their business. (Including saving a highly successful business from complete disaster)!

If you have a pension, your future well-being will depend on the growth and diversification of the funds it holds. Unfortunately, the industry-standard fund mix is based on a white paper 70 years old and is both out of date and out of touch with the volatile markets of today.

We have the experience and know how to assist you essence we help clients make smart choices about their money; enabling them to enjoy life and lifestyle without constraints.

Almost everyone we meet can improve their future by taking action now. To apply for a discovery meeting - just call 01189 347 921,

Independent Financial Advice

Unbiased truly independent financial advice from award-winning Financial advisor Raymond Best

Areas we cover

We cover Wokingham, Reading and all the surrounding areas in Berkshire

FCA Regulated

UnaVida Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority.

FCA register number 440577.