UnaVida Wealth Management Ltd
UnaVida Wealth Management Ltd is a company based in Reading, England. They specialize in insurance and offer services such as insurance attorneys.
Introduction to UnaVida Wealth Management Ltd
UnaVida Wealth Management Ltd is a UK-based company that specializes in wealth management services, including retirement planning, investment management, and tax planning. Established in 2008, the company has a team of experienced financial advisors who work to provide personalized solutions to their clients. What sets UnaVida Wealth Management Ltd apart is their commitment to providing ethical and transparent financial advice.Services & products
UnaVida Wealth Management Ltd offers a range of services to help clients manage their wealth effectively. These services include retirement planning, investment management, tax planning, and estate planning. The company also offers insurance services and works with insurance attorneys to provide clients with the best possible coverage.Location
UnaVida Wealth Management Ltd is located in Hurst, a small village in the county of Berkshire, England. The area is known for its picturesque countryside and is home to many small businesses. Public transportation options include the Twyford train station, which is 2.5 miles away, the Reading station, which is 6 miles away, and the Heathrow airport, which is 23 miles away.Benefits
Customers should choose UnaVida Wealth Management Ltd because they offer personalized financial advice based on each client's unique needs and goals. They are also committed to transparency and ethical practices, which sets them apart from other companies in the industry. Additionally, UnaVida Wealth Management Ltd works with insurance attorneys to ensure that clients have the best possible insurance coverage.Good to know
Customers should be aware that UnaVida Wealth Management Ltd is a fee-based company, meaning that they charge a fee for their services rather than earning commissions on products they sell. This allows them to provide unbiased advice and recommendations to their clients.Reviews
Customers have given UnaVida Wealth Management Ltd positive reviews, praising the company's knowledgeable and friendly staff, as well as their commitment to ethical practices. Many customers have also appreciated the personalized attention they receive from their financial advisor.Amenities
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legal advice
FAQ
What specific areas of insurance law does your firm specialize in?
We specialize in a variety of areas of insurance law, including but not limited to health insurance, life insurance, property insurance, liability insurance, and automobile insurance.Can you provide examples of successful cases your firm has handled in the past?
We have successfully handled numerous cases for our clients, including cases involving denied insurance claims, bad faith insurance practices, and insurance fraud. However, due to client confidentiality, we cannot provide specific details about past cases.How does your firm bill for legal services and what are your rates?
We offer a variety of billing options, including hourly billing, contingency fees, and flat fees. Our rates vary depending on the complexity of the case and the services required. We will provide you with a detailed fee agreement before we begin working on your case.How will you communicate with me throughout my case and keep me updated on its progress?
We understand the importance of communication and will keep you informed throughout the entire process. We will communicate with you via phone, email, and in-person meetings as needed. We will also provide regular updates on the progress of your case.What is your firm's approach to settling cases versus going to trial?
Our approach to settling cases versus going to trial depends on the specific circumstances of each case. We will explore all options and provide you with our professional opinion on the best course of action. Our ultimate goal is to achieve the best possible outcome for our clients, whether through settlement or trial.Reviews
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James B
30-05-2021
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mike elson
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
30-05-2021
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Mary Doran
Positive: Professionalism
30-05-2021
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stuart self
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.
30-05-2021
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Anne Reynolds
I have used this company for quite a few years now and have no hesitation whatsoever if recommending them for financial planning. They are a wonderful team. Always at hand when you need them and very friendly. They keep you up to date of your portfolio and recommend moving your money when the time is right. I was worried at the beginning of putting money in stocks and shares etc, but now realise I would have been stupid to have left it in my building society account. Ray has years of financial experience and it is good to know that he is working hard to make my investments grow. It is now 4 years since I posted my last review. Since then I have lost my mother and I cannot praise Ray highly enough by the way he has dealt with my mother's estate. He has been a rock and has guided me me through a stressful time and helped me no end. He is such a kind and caring man and nothing is too much trouble. Thank you.
30-05-2021
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Sheena Hancock
My husband and I have known Ray for over twenty years. In that time he has sorted out any problems with planning and investments for our retirement. He has also arranged for our wills to be written and updated and also Lasting Power of Attorney. We trust him and he has always given us sound advice.
30-05-2021
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Mike Moorhouse
Positive: Professionalism, Quality, Responsiveness, Value
30-05-2021
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Steve Oates
I was very lucky to meet Ray about 7 years ago , he is a straight talker and understands your needs and priorities when it comes to financial and life planning. All of Ray’s investment recommendations come with a sound rationale which has been fully researched. My portfolio’s performance over the years has been outstanding. I highly recommend this company without reservation
30-05-2021
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Barry Howard
My business and family have been clients of Ray Best since 2002. The important thing for us, in a financial based relationship, is trust, and we have trusted Ray Best to provide sound financial advice and guidance about managing our investment portfolio of general investments, SIPPs and ISAs. The process of investment buying and selling has been easy for us to manage. We evaluate Ray Best's investment recommendations and then we issue instructions to Transact to enact the buy-sell process. This means we have direct control of over our investments and money. Transact has been making changes to their online buy-sell processes and most transactions are now done electronically making response times to financial market changes much faster. We highly recommend Ray Best for his sound knowledge of the financial market place and his innovative approach to risk, wealth and investment management. He has successfully navigated us through the last 14-years of the turbulent financial market place and we are truly grateful for that and trust him implicitl
30-05-2021
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Deborah Phillips
Positive: Professionalism
30-05-2021
