UK (FCA)
Authorised
MiFID
Authorised since January 2021
Last updated 11 February 2026
UNA VITA FINANCIAL PLANNING LIMITED
Investment and advice, Wealth/investment advisor
Location
Tynings, Morda Close, Oswestry, Shropshire, SY11 2BA
Summary
UNA VITA FINANCIAL PLANNING LIMITED is a Oswestry-based wealth/investment advisor. It was first authorised by the FCA in 2021. It has permissions related to insurance, investments, and pensions.
Timeline
23 February 2021
Permission update: Advising (ex Pension Transfers/Opt Outs)
23 February 2021
Permission update: Arranging deals in investments
23 February 2021
Permission update: Making arrangements
Firm permissions
Designated Investment Business
Insurance Distribution
Latest financial accounts
Key people
SMF17 Money Laundering Reporting Officer (MLRO)
Mr Alasdair Calum Coutts - Britton
email@company.com+44 20 0000 0000
FAQ
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