Unavida Life Planning
Wokingham
(12)
Wokingham
(12)
12 customer reviews
stuart self
" 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 Unavidai 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. More...
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Jill Glennerster
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. More...
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Chris Allen
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. More...
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Brian Meehan
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.
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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. More...
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Neil Phillips
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. More...
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Rachel Tombs
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! More...
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richard cameron
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 More...
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David Barker
I cannot thank, recommend or praise Unavida Life Planning enough.
Ray Best and his team give excellent advice & service at all times.
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Mike Bettridge
Ray and his team provide a great and pro-active advisory service.
Highly recommended.
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Michael Smith
I have worked with Ray for many years and found him to be very knowledgeable, professional and efficient in helping us plan our financial affairs.
I would not hesitate in recommending him and plan to continue our work together for the foreseeable future.
Over time, we have transferred all of our financial matters to Pareto due to the performance and trust that we now have.
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Bryan Richter
We are relatively new clients of Ray's but so far we are very impressed. Ray took a lot of time to understand what we needed, analyse our existing investments and make clear, well thought through recommendations. There is no question that he really cares about the service he provides to his clients and the positive impact he has on their lives. Our only regret is that we didn't do this years ago! More...
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