At Strativa Financial Planning, we provide holistic financial planning and mortgage advice services to clients across the New Forest and the wider UK.
Whether you’re an SME business owner or approaching a key life milestone, our dedicated team provides ongoing financial advice and support. We bring everything together so you can see the full picture and make decisions that work for you, today and in the future.
If you’re building your career and your finances alongside it, we help you stay organised and make informed decisions. From structuring savings and investments to planning ahead for future goals, we provide steady, ongoing support.
Our financial planners in the New Forest also look at emerging needs, such as property or family planning, to make sure your finances adapt as your life changes.
Whether retirement is some way off or approaching soon, our financial planners in the New Forest help you understand where you stand and what’s needed next. We’ll review your existing pensions, bring everything together, and plan for a reliable income in later life.
Our goal is to make sure your arrangements are suitable and flexible, keeping your options open and supporting your plans as circumstances evolve over time.
The value of pensions and any income from them can fall as well as rise. You may not get back the full amount invested.
There are many aspects to consider when running a business. That’s why our financial planners in the New Forest help business owners structure their finances in a practical, tax-aware way.
From drawing income efficiently to planning ahead, we focus on measures that are realistic and actionable. Our approach ensures you make informed decisions that safeguard your financial stability and help your business grow.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
Planning ahead helps ensure more of your wealth is passed on as intended. Our financial planners in the New Forest support you in organising your affairs with care, taking a measured approach to Inheritance Tax and estate planning.
Working alongside other professionals when needed, we make sure everything aligns with your wishes, helping your wealth transition smoothly and securely.
The Financial Conduct Authority does not regulate some aspects of Trust, Tax and Estate Planning.
Whether you’re buying a property, remortgaging, or reviewing existing arrangements, we provide mortgage advice tailored to your circumstances. Our mortgage advisers in the New Forest will help you understand options, rates, and repayment strategies, and guide you through the application process.
We also review protection planning, ensuring you have suitable cover for life, illness, or income loss. The goal is to make sure your home and finances are secure, both now and in the years ahead.
Your home may be repossessed if you do not keep up repayments on your mortgage. Think carefully before securing debts against your home.
Cover will cease on insurance products if premium payments are not maintained.
Find answers to our most commonly asked questions here.
Yes, we offer independent financial planning tailored to your individual circumstances and objectives.
We are based in Bournemouth and the New Forest. We also work with clients outside our local area, primarily across the South East and South West counties.
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.
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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