How Una Vita is stepping in as the new face of Better World Financial Planning, and what it means for our clients.
Better World Financial Planning is evolving into Una Vita, a brand built to do one thing exceptionally well: help business owners and individuals map a realistic, tax-aware route to financial freedom so they can work because they want to, not because they have to.
This is not just a cosmetic rebrand. Una Vita reframes the conversation toward lifestyle outcomes. The focus is simple: Start with what freedom looks like for you, then build the plan and tax strategy to get you there. That shift to “define your life, then fund it,” is the core of the new brand.
The philosophy: navigation, not guesswork
Una Vita positions itself as a financial GPS. You tell us the destination, the life you want to live, and we chart the route, recalculate if life changes, and give you clear, jargon-free directions along the way. That navigation metaphor runs through everything: lifestyle planning, financial mapping, and ongoing adjustments as circumstances evolve.
Three pillars of freedom
Step 1: Lifestyle Planning – Define Your Version of Freedom
The Problem: Traditional financial advisers start with products: “Let’s talk about your pension contributions.” “Have you considered this investment?” But that’s backwards. If you have a leak, you hire a plumber, you don’t need to know which wrench they use; you just want it fixed.
Our Approach: We start with “why,” not “what.” Before we discuss pensions or investments, let’s talk about your version of freedom. What does that actually look like? When do you want it? What would you do with it?
Only when we truly understand your destination can we map a meaningful route to get there.
Step 2: Financial Mapping – Chart Your Route to Get There
The Problem: Most individuals have a vague sense of their financial position. They know roughly what they earn, what’s in their pension, maybe some ISAs. But they don’t know their “freedom number” – how much they actually need to fund the life they want. And without that number, how can they possibly know if they’re on track?
Our Approach: Now we know where you want to go, let’s map the route. We analyse your complete financial picture; business value, pensions, investments, property, protection and calculate exactly what you need and when you can realistically achieve it.
This is your financial GPS. It shows you:
- Your “freedom number” (the amount needed to fund your desired lifestyle)
- Your current position versus where you need to be
- The most tax-efficient way to extract value from your business
- Clear actions and timelines
- Whether your goals are realistic (and if not, what adjustments would get you there)
- Pensions and investments are simply tools – the wrench the plumber uses. What matters is whether they’re the right tools to get you to your destination.
The Three Types of Client: Through this process, we typically find clients fall into three categories:
- Have Enough: You can achieve your version of freedom sooner than you thought
- Need More: You’re not quite there yet, but we’ll show you exactly what’s required
- Have Too Much: You’re being unnecessarily cautious and missing out on life you can afford
All three need different advice. All three gain clarity and peace of mind.
Step 3: Ongoing Navigation – Adjust as Life Changes
The Problem: Life doesn’t follow a straight line. You might sell your business earlier than planned. You might inherit property. Your children might need financial support. Your health might change. A global pandemic might reshape everything. Any financial plan that doesn’t adapt to reality is useless.
Our Approach: We don’t create a plan and disappear. Think of us as your co-pilot for the long haul. We provide ongoing navigation through annual reviews, recalculating your route as circumstances change.
Like a GPS that adjusts when you take an unexpected turn, we’ll update your plan as life evolves. This is a partnership, not a transaction. We’re along for the ride, helping you stay on course toward your version of freedom.
What sets Una Vita apart?
- No jargon, no waffle. Clear, direct advice from people who understand business.
- Ethical and practical. Sustainable, responsible investment is an option, not assumed to be the only path.
- Business-owner focus. Advice tailored to company directors and owners who need clarity on tax, extraction strategies, and when they can realistically step away.
What can clients expect from Una Vita?
Clients can expect a reassuringly practical process that leaves them feeling confident, secure, and, importantly, able to enjoy their lives. Common outcomes include discovering you can retire sooner than you thought, identifying gaps that need action, or realising you have been over-cautious and can afford to live more now.
If you would like to learn more about Una Vita, or set up a consultation with Alasdair, please contact acb@unavita.co.uk.