Reviews of UnaVida Wealth Management Ltd. (Financial Consultant) in Reading (Berkshire).

UnaVida Wealth Management Ltd

21 Reviews

21 Comments

Financial Consultant

Financial planner

4 Beech Ct, Wokingham Rd, Hurst, Reading RG10 0RQ, United Kingdom

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Description Map Open Hours Reviews Contact Photos

Description

Information of UnaVida Wealth Management Ltd, Financial Consultant in Reading (Berkshire)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

Map

Open hours of UnaVida Wealth Management Ltd

Sunday

Closed

Monday

9am–5pm

Tuesday

9am–5pm

Wednesday

9am–5pm

Thursday

9am–5pm

Friday

9am–5pm

Saturday

Closed

Reviews of UnaVida Wealth Management Ltd

S. O.

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

B. H.

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

s. s.

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.

m. e.

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

A. R.

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.

R. G.

I have been a client of Ray's for over a year. He is a true professional with a high degree of integrity and always acts in my best interest. It is a rare combination in this industry. He has deep knowledge of financial markets and consistently provides sounds investment advice.

S. H.

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.

C. A.

I have been dealing with Ray Best and his team for many years now. The best thing about Ray is that he cuts through all the waffle and tells you how it is. He will listen to your needs and then offer expert tailored advice. I have used Ray for advice around pensions and life planning in general. We get straight to the point, discuss my options at hand and he sorts the planning so its all done.

N. P.

At a time when we were challenged by the pressures of the kids heading off to university and an economy in turmoil we were in urgent need of finding a trustworthy advisor who could help us through a tough time. On meeting Ray, we felt both informed and inspired by his open and transparent approach to financial advice. Over the 4+ years we have known him, the structure and performance of our portfolio has been transformed and we are confident that with the continued diligence of Ray and the team, we will make further strides to a comfortable future.

J. G.

We "found" Ray some years ago after many poor financial advisers had left our affairs in a mess. Over time he has sorted everything out, explaining what should be kept and what changed, so that we know exactly what we have and what we may need. We have found Ray and his team to be professional and courteous - indeed a pleasure to work with, contacting us when appropriate to update us on our portfolio.

B. M.

I have known Ray and his team for a long time. He is reliable and really knows his stuff and has an excellent sense of humour! Ray certainly takes excellent care of his clients and is highly recommended.

s. s.

" now is not the time to buy a annuity " so it said in a recent money week, which is real good advice, and so what to do with your lump sum ? my solution has been to have my money managed by Ray and his team at Unavida i have been with Ray for over 3 years now and during that time Ray has managed to grow the value of my portfolio, and provide an annual income. which an annuity does not do. Univida is a very well organized and run company with good communications from Ray and his team.

R. T.

Ray and his team are so friendly. Ray is incredibly knowledgeable and has a very down to earth attitude - not your normal financial adviser. I love his slogan "Life is not a dress rehearsal" - very true!

r. c.

we have been clients of Ray's for 13 years now. He turned round our finances which had suffered from a post 911 depressed market and he continues to do so in a very professional and thorough manner. We look forward to his continuing financial magic, thank you Ray and all your team. Richard & Lindsey Cameron

M. M.

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.