Una Vita Financial Planning Limited

Reference number: 930699

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When unavita.co.uk first appeared online, and whether it can receive email
  • What kind of line 01691 320022 is
  • Who else gives the postcode SY11 2BA
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Better World Financial Planning Limited Former name: A name it was registered under before.

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company status
Active
Company type
Private limited company
Incorporated
9 June 2020 (6 years old)
Registered office
7 Lower Brook Street, Oswestry, Shropshire, SY11 2HG, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Alasdair Calum Coutts-Britton Director Sep 1971 9 Jun 2020 1 other company

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 30 June 2025Micro-entity accountsNot audited

Net assets

£20.2k

+22% from £16.5k

Employees (average)

1

Same as 1

Owed within a year

£14.5k

+33% from £10.9k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2021 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 12655138. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Una Vita Financial Planning’s history from the FCA register and Companies House, newest first.

2025

29 October 2025

  • Changed its registered name from "Better World Financial Planning Limited"

FCA register

2023

9 October 2023

  • Alasdair Calum Coutts-Britton became a part-owner (25–50% of shares)
  • Amy Louise Coutts-Britton became a part-owner (25–50% of shares)
  • Rise Cb Limited gave up control

Companies House

2021

18 January 2021

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2020

9 June 2020

  • Incorporated at Companies House
  • Rise Cb Limited took control (75–100% of shares)

Companies House

In the full report: all 11 events

  • All 11 events in its history (8 shown here)
  • Every director appointment and resignation: 1
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Firms like Una Vita Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Oswestry

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Una Vita Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 11 events in its history

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Frequently asked questions about this firm

Is Una Vita Financial Planning Limited FCA authorised?
Yes, Una Vita Financial Planning Limited (FRN 930699) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2021 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Una Vita Financial Planning’s phone number and website?
The FCA register lists the phone number 01691 320022 and the website unavita.co.uk for Una Vita Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Una Vita Financial Planning a scam or clone?
Una Vita Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Una Vita Financial Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Una Vita Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Una Vita Financial Planning?
Companies House lists 2 people with significant control of Una Vita Financial Planning: Mr Alasdair Calum Coutts-Britton (25–50% of shares) and Mrs Amy Louise Coutts-Britton (25–50% of shares). Before that, it was controlled by Rise Cb Limited.
Who runs Una Vita Financial Planning?
Companies House lists one director of Una Vita Financial Planning: Alasdair Calum Coutts-Britton.
How long has Una Vita Financial Planning been in business?
The company was formed on 9 June 2020, and has held its current FCA authorisation since January 2021.
What do Una Vita Financial Planning’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £20.2k (+22% from £16.5k).
Does Una Vita Financial Planning use any other names?
It has previously used the name Better World Financial Planning Limited.

Sources and links

The full report on Una Vita Financial Planning Limited

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