Backed by decades of financial and mortgage expertise, our focus is always on doing what’s right for you.
Strativa was created to bring financial planning and mortgage advice together.
After years of working in larger firms, Sam and Julian wanted a different approach – one where clients aren’t passed around and every recommendation is grounded in real experience.
From there, the foundations of Strativa were formed.
Most of our clients come to us at a turning point. Preparing for retirement. Adjusting to life after work. Thinking about the next generation.
Whatever the milestone, our goal is to become your first phone call. We aim to build the kind of trust where you can comfortably say, “I’ll ask Sam”, knowing we understand your situation and will give you a clear solution.
When working with us, you can expect:
We’ll always tell you what you need to hear, not just what you want to hear. That means explaining things properly, highlighting what may not be right, and never pushing you towards a quick decision. If something isn’t working, we’ll say so.
With experience across financial planning and mortgages, we understand how different pieces fit together. From pensions built up over time to complex income or lending scenarios, we look at all aspects of your life together.
As your circumstances change, we’ll help you adjust your plans. Whether it’s a shift in income, family priorities or the wider market, we stay involved and keep things on track, so you always feel prepared for what comes next.
We’re clear and upfront about our fees, so you understand both the cost and the value behind the advice you receive.
See how we chargeWhether 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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