Mr and Mrs Wood

We look forward to working with Sam and the team at Strativa Financial Planning long into the future.

We first came into contact with Samantha when she was an adviser at Independence Assured in 2006. She quickly assessed our reasonably complex financial situation and proposed a plan to both simplify the structure and accelerate the growth.

Each time there has been ‘turbulence’ in the market, Sam has helped us ‘course-correct’, ensuring we remain on track to meet our financial objectives. Communication is always clear (without jargon) and concise, explaining the consequences of any recommendations proposed.

Some 20 years on, we are retired and enjoying our lives largely as a result of Sam’s advice and guidance. We like to think our relationship has evolved to one of ‘trusted partnership’ and look forward to working with Sam and the team at Strativa Financial Planning long into the future.

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    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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