Retirement is on the horizon, and you want to feel ready for it. We help you see where you stand and what the years ahead could look like.
Retirement is one of life’s biggest transitions. Because of that, it can feel exciting and daunting at the same time.
There’s a lot to consider: from understanding what your income might look like to planning how to spend your time.
We help you see the full picture, so you can make practical decisions that prioritise enjoyment and peace of mind in your retirement years.
At this stage of life, you may be wondering…
Retirement income differs for everyone. We help you review your pensions, investments, and other savings, and forecast what your income could look like.
This gives you a clear view of your options, allowing you to feel reassured and know you’re on track for the lifestyle you want.
Our answer depends on your goals, timelines, and risk tolerance.
We look at your current arrangements, highlighting opportunities to optimise and ensuring your investments and pensions are aligned with your retirement plans. That way, your finances are set up for the years ahead.
Life doesn’t always go as planned, and retirement can bring unexpected costs.
We help you think ahead to potential healthcare expenses and other financial surprises. By planning for these scenarios, we create a strategy that’s flexible and adaptable to your circumstances.
Timing can have a significant impact on both income and tax.
We help you understand all of your available options, weigh the pros and cons of each, and see how your decision fits into your wider retirement plan.
Retirement is a great time to consider how to protect and pass on your wealth.
We explore opportunities for tax planning and estate planning, helping you make the most of what you’ve built and leave the legacy you choose.
Longevity is one of the biggest retirement challenges. We help you plan withdrawals, manage investments, and model different scenarios.
This allows you to continue enjoying your lifestyle, knowing your finances are flexible for whatever the future may bring.
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.
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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