Life after work is for living. With the right plan, you can focus on enjoying every day, knowing your finances are in safe hands.
Retirement is your chance to keep living life on your terms. Whether it’s enjoying hobbies, spending time with family or travelling the world, it’s natural to have questions about what’s ahead.
We help you create a plan that suits your goals, so your finances support the lifestyle you enjoy today and the legacy you want to leave behind.
At this stage of life, you may be wondering…
We help you review pensions, investments, and savings to create a clear picture of your finances.
By modelling withdrawals and income streams through detailed cashflow planning, you can see how your money works over time and feel confident it supports the lifestyle you want.
Even in retirement, your investments need monitoring. We review your portfolio, balance risk and growth, and check if it still supports your goals.
Using cashflow modelling, we show how changes could affect your income and overall plan, giving you a clear view of your finances over time.
Unexpected expenses can arise at any stage. We help you plan for healthcare, family support, and any other surprises that may crop up along the way.
By creating a flexible financial plan, you can feel secure knowing your finances adapt to changes without affecting the lifestyle you enjoy.
Choosing when to take your pension can affect both your income and tax position.
We help you review your options, weigh the benefits of each, and see how it fits into your wider financial plan, so you can make decisions that work for you.
There is no ‘right’ way to plan a legacy, but we’re here to advise based on what’s important to you.
We explore strategies for estate planning, helping you protect your wealth and support your loved ones when the time comes.
After years of saving and planning, it’s not always easy to shift your mindset and feel comfortable spending your money.
Using detailed cashflow planning, we help you understand what your finances can support over time, so you can enjoy the lifestyle you want while feeling reassured about the future.
The value of pensions and any income from them can fall as well as rise. You may not get back the full amount invested.
The Financial Conduct Authority does not regulate some aspects of Trust, Tax and Estate Planning.
The Financial Conduct Authority does not regulate Cashflow Planning.
Select your life stage below.
Whether you have a specific question or just want to see if we’re the right fit for your family, we’d love to hear from you.
Strativa Financial Planning Limited is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Strativa Financial Planning Ltd is registered in England and Wales. Registered number: 12715626. Registered office: Junction Cottage, South Gorley, Fordingbridge, Hampshire, SP6 2PP.
The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
This website is for information purposes only and does not constitute financial advice, which should be based upon your individual circumstances.
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