Running a business doesn’t leave much time to step back and plan. We help you stay in control of your finances, at work and at home.
When you’re busy growing a business, stepping back to plan for yourself is usually the last thing on the to-do list. It’s a common challenge: balancing the needs of the company with your own financial security.
We bridge that gap by aligning your business profits with your personal plans, creating a strategy that works for both.
As a business owner, you may be wondering…
It’s easy for business money and personal finances to blur. We help you separate them by reviewing cashflow and planning budgets, so you know exactly where you stand.
This helps your business thrive while keeping your personal goals and lifestyle secure.
Deciding between reinvesting in your business or focusing on securing personal wealth can be tricky.
We help you assess the opportunities available to you, weigh risks, and create a plan that supports growth without compromising your personal financial goals.
There are ways to make sure both your business and family are supported.
Alongside your other professional advisers, such as accountants and lawyers, we’ll work with you to set up insurance, legal arrangements, and succession planning. By doing this, we can safeguard your loved ones while keeping your business secure.
Retirement planning can be complicated when your wealth is tied up in a business.
We help you explore options for extracting value, creating strategies so you can transition smoothly while maintaining the lifestyle you want.
Passing on your business takes careful planning.
We’ll help you consider timing, ownership, and financial structures so you can keep running your business successfully while supporting your personal goals and providing for your family.
Managing tax efficiently is a challenge that many business owners face.
We help identify opportunities to reduce tax through legitimate planning, allowing you to keep more of what you earn while staying fully compliant.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
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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