UnaVida Wealth Management Ltd

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.
Feb 18th, 2021

My business and family have been clients of Ray Bestsince 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
Feb 5th, 2021

Dec 23rd, 2020

Positive: Professionalism
Nov 11th, 2020

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
Oct 15th, 2020