UnaVida Wealth Management Ltd - Reading

Colin S.

Understanding the 'minefield' of financial management , with all of the legalities and thresholds is not easy for those who have spent their working lives in other industries. The comfort of having an Expert to guide you through all of the complexities is of paramount importance. Having met & known Ray Best, UnaVida, for several years before placing my complete trust in Ray's operation means security for myself, family in my retirement & future. Thankyou Ray & UnaVida.

Barry 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

Mike 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.
What we like is UnaVida are regularly in touch on a one to one basis which is very satisfying.
For financial advice/ planning, UnaVida are the excellent with a direct line to Ray Best.

Chris 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.

Steve 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

stuart 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.

Anne 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.

Jill 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.