Una Vita Financial Planning

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.

08/09/2026

Back to the City today and a bit of reminiscing in the rain on the way to the conference

Did you know? 🤔According to the latest Financial Conduct Authority research, 75% of people aged 45+ either don’t have a ...
03/09/2026

Did you know? 🤔

According to the latest Financial Conduct Authority research, 75% of people aged 45+ either don’t have a clear plan for how they’ll take money from their pension, or didn’t realise they needed to make a choice.

That’s a significant number, and it highlights why financial planning is about much more than simply putting money aside.

Your pension is there to help fund the life you want in the future. Understanding your options, when you might need the money and how your different finances fit together can make a huge difference to your confidence and your choices.

At Una Vita, we help you look at the bigger picture and build a financial plan around your life, your priorities and your goals.

If you’d like to understand where you stand and what your next steps could look like, book your free consultation today: https://bit.ly/4oAcRrP

At Una Vita, financial planning starts with one simple thing: a conversation. Not an off-the-shelf template. Not a box-t...
01/09/2026

At Una Vita, financial planning starts with one simple thing: a conversation.

Not an off-the-shelf template. Not a box-ticking exercise. Just time spent understanding you, your priorities, and what you want your future to look like.

Whether you’re looking to enjoy your lifestyle today, plan for the years ahead, or work towards long-term financial independence, our approach is always the same: personal, practical advice that makes sense for you.

Because good financial planning isn’t just about numbers. It’s about helping you make confident decisions about the life you want to live.

Ready to take the next step? Book your free consultation here: https://bit.ly/4oAcRrP

31/08/2026

Thinking about what a Financial Adviser is on a soggy Shropshire Bank Holiday. There is a lot more to it of course but just a thought.

It was great to attend the Combined Chamber Breakfast meeting this morning and catch up with so many familiar faces, as ...
27/08/2026

It was great to attend the Combined Chamber Breakfast meeting this morning and catch up with so many familiar faces, as well as making some new connections.

A big thank you to Ruth Martin for a brilliant 10-minute presentation on PR. It was also great to meet Keith Winter of D**e Yaxley Chartered Accountants for the first time, alongside Stuart Smallwood of Next Gear Leasing Ltd and Richard Baker of Greenhous Group Limited.

Always good to catch up with Kelly Mansell of ABC Human Resources Consultancy, Stewart Smith of Lanyon Bowdler, Howard Ellet of Oswestry Cricket Club and Rhian Thomas of Morris Cook Chartered Accountants too.

A really enjoyable morning, brilliantly hosted by Grace Bywater of Shropshire Chamber.

There’s always a reason to wait…"I’ll sort my pension later.""I’ll start investing when the markets improve.""I’ll think...
26/08/2026

There’s always a reason to wait…

"I’ll sort my pension later."

"I’ll start investing when the markets improve."

"I’ll think about retirement when I’m older."

But the problem is, later has a habit of becoming much later.

The earlier you start thinking about your financial future, the more time you have to make informed decisions and work towards the life you want.

Our latest blog explores why we put financial planning off, the potential cost of waiting, and why starting today could make all the difference.

Read the full blog below and take the first step towards planning for your future: https://unavita.co.uk/carpe-diem-why-the-right-time-to.../

Getting on top of your finances doesn’t have to feel overwhelming, and it doesn’t have to keep slipping to the bottom of...
21/08/2026

Getting on top of your finances doesn’t have to feel overwhelming, and it doesn’t have to keep slipping to the bottom of your to-do list.

Sometimes, one honest conversation is all it takes to bring a little more clarity. It can help you understand where you are now, what your options are, and what steps could help you move forward with confidence.

Whether you want to make your money work harder, plan ahead for the future, or simply feel more in control, Una Vita offers advice built around you, your goals and your life.

Book your free consultation and take the first step towards greater financial freedom, at a pace that feels right for you.

Visit https://bit.ly/4oAcRrP to book yours.

Last Thursday was a great opportunity to attend the latest Shropshire Chamber Of Commerce breakfast meeting, with some b...
19/08/2026

Last Thursday was a great opportunity to attend the latest Shropshire Chamber Of Commerce breakfast meeting, with some brilliant conversations and insights along the way.

It was lovely to meet Huw Davies from Finstem Accountants and Melanie Board, the Chamber’s Business Growth Manager, as well as hear from Colin Thaw of SBC Training, who shared some valuable insights around skills, training and business growth.

And on the way back from a client meeting later that day, I was treated to this view of the River Dyfi, with Aberdyfi and Borth further downstream. A pretty good office for the journey home!

A great day of connecting with local businesses, learning from others and enjoying a little of what the area has to offer.

We’re proud to have joined the Newport Shropshire and District Chamber of Commerce! The Chamber brings local businesses ...
18/08/2026

We’re proud to have joined the Newport Shropshire and District Chamber of Commerce!

The Chamber brings local businesses together through networking, events and new opportunities, while helping to promote and strengthen Newport’s business community.

We’re very happy to become part of this growing network and look forward to connecting with fellow members, building new relationships and supporting businesses across the local area.

Learn more about what they do: https://newportshropshirechamber.com

14/08/2026

Reflecting on a week when Life doesn’t work out the way it was planned, and what is the real value of advice?

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