Una Vita Financial Planning

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Una Vita Financial Planning

Your navigator to financial freedom. We help you map your journey from uncertainty to independence. One life. Make it count.

Stop keeping your fingers crossed, know when you can afford to step back and live life on your terms.

02/06/2026

"Alasdair had been providing good advice to my parents for a number of years and given the trust they had in him, he was the obvious person for me to turn to once my finances & investments required planning..."

Thank you so much to Roger for the fantastic review and kind words.

It means a great deal to us to receive feedback like this, and we’re proud to continue supporting our clients with trusted, long-term financial guidance tailored to their goals and future plans.

28/05/2026

You don’t need to be wealthy to start planning for your future.

In reality, financial planning isn’t for the person you are today, it’s for the person you want to become tomorrow.

Too often, people wait for the “right time”… for markets to improve, for life to settle down, or for their finances to feel more established. But the truth is, we only ever know the “best” time in retrospect, which makes now the best time to start.

Waiting until you have “enough” money to speak to an adviser is a little like waiting until you’re fit to join a gym.

Every empire starts with a single coin and a solid map. Let’s draw the map together. Book your free consultation today by visiting: https://unavita.co.uk

26/05/2026

Another great event attended last week at Connect Educate & Collaborate (Shropshire), hosted by Shirley Lane.

A particularly entertaining and insightful HR talk was delivered by Richard Berry of 4HR Solutions, featuring a scenario role play based around an employment dispute at a hair salon, which definitely explained the wigs!

It was fantastic to make new connections with Ray Smith and Antony Taylor, as well as catch up with Kim Goode, Benjamin Botfield, Shai Patel, James Burrows and Steven Edwards.

25/05/2026

A great morning at the Professional Connections event at the Mercure Hotels Telford on Friday, hosted by the Shropshire Chamber alongside Paul Bennett of Bennett Briegal LLP.

Paul delivered a really interesting and informative talk on “The Impact of AI on Professional Services”, including the thought-provoking idea of viewing AI as an “alien co-worker”, highlighting that AI doesn’t think like humans, but instead predicts outcomes based on data probability.

It was also fantastic to meet and catch up with fellow professionals, including Rachel Schofield, Nikki Hall, Mike Minton, Stacey Pugh and Tom Davies.

22/05/2026

It was great to attend the GROW: On Tour seminar in Warrington yesterday, hosted by Verve, alongside insightful presentations from Aspen, Morningstar, Marloo and M&G.

The event covered a range of important topics including assessing risk in financial planning, inheritance tax planning, and the growing role of AI within the industry. One key takeaway was the importance of maintaining a human-first approach to AI in financial advice, something we completely agree with at Una Vita Financial Planning.

A brilliant opportunity to learn, reflect and connect with others across the sector, including James Street, Millie O'Brien, Nicholas Woolbank, Chris Kane, Lucy Wrigley, Darren Lowry and Chris Young.

18/05/2026

Inheritance planning is about more than just reducing a tax bill, it’s about making sure your wealth supports the life you want to live, while helping the people who matter most.

In our latest blog, we explore why inheritance planning should start with your values, family goals, and financial freedom, not fear of HMRC. From “warm hand” gifting to common inheritance traps, it’s a practical and refreshing perspective on planning for the future.

Read the full blog and discover why the best inheritance plans are built around living well today, not just preserving wealth for tomorrow: https://unavita.co.uk/beyond-the-tax-tail/

15/05/2026

It’s our pleasure to be sponsoring Oswestry Cricket Club! 🏏

I recently headed down to the club to see our new board at the ground and enjoyed watching a fantastic women’s match while we were there.

We’re looking forward to enjoying many more matches over the course of the season! 🙌

14/05/2026

It was lovely to recently take a trip to London with Amy while she took part in an event at The Clinical Pharmacy Congress.

We took the opportunity to visit the V&A, where I was particularly taken with the Gentleman’s travelling accessories collection, although I’m not sure I’d get away with carrying a pocket flintlock pistol these days.

It was also great to catch up with my brother and Grand Niece for lunch, enjoy a walk through Hyde Park, spend some time on the South Bank in the sunshine, and later seek a little wisdom from Sherlock himself.

A busy but thoroughly enjoyable few days in the capital.

12/05/2026

Most people don’t come to us with a plan... They come with questions they’ve been sitting on for a while

➡ Am I paying more tax than I need to
➡ Will my family be secure if something happens to me
➡ Can I enjoy life now without worrying about running out later
➡ What if everything I’ve built doesn’t get used the way I want it to

It’s not just about money, it’s about clarity, control, and knowing your future is actually working for you. Financial planning should take that uncertainty and turn it into something clear and structured

Something that supports your lifestyle today and protects what matters tomorrow

At Una Vita, that’s exactly what we do. Book your free consultation via our website: https://bit.ly/4oAcRrP

08/05/2026

“Someday” isn’t a real plan.

Carpe Diem. Seize control of your future today.

It’s easy to think retirement is too far away to worry about. But that time you have now is exactly what makes the biggest difference. A work pension is a great start, but it’s only part of the picture.

Do you actually know what it will give you when the time comes, or are you just hoping it will be enough?

The truth is, retirement is not about hitting a certain age. It is about having the freedom to live the life you want. And the earlier you start building towards that, the closer it becomes.

Address

Oswestry
SY112BA

Website

https://www.unavita.co.uk/, https://calendly.com/unavitafp/initial-meeting

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