Pension Advice

Make your pension work harder. For your future, your family, and your lifestyle.

Our aim is to create a retirement plan that delivers you the maximum amount of income for you to spend as possible, that will last your life.

Most people drift into retirement.

They’ve built up pension pots over the years but have no clear plan. No idea what’s enough. No strategy to take income. And no clue how much tax they’re about to pay.

At Strive, we change that.

We work with aspiring retirees who want control. You’ve spent your life working hard. Now you want a plan that turns everything you’ve built into a sustainable income, and one that supports the life you actually want to live.

Every decision is made with one goal in mind, giving you the most income you can safely spend, for as long as you live.

You will stop guessing and you will gain the confidence to retire when you’re ready, without fear of running out of money.

This is not about picking funds or selling products. It’s about creating a retirement income strategy that works for your life.

You’ve built your pension. Now it’s time to make it work for you.

What that means

We start with what you have, your pensions, ISAs, savings and investments. Then we build a strategy to draw income in the smartest, most tax-efficient way possible.

That might mean:

Consolidating old pensions.
Making use of unused allowances.
Drawing tax-free cash in stages.
Using your personal and basic-rate bands more efficiently.
Structuring income between you and your partner.
Preserving your pension so your family benefits too.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

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FEATURED IN THE DAILY EXPRESS

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Strive Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. Strive Financial Planning Ltd is Registered in England and Wales, No: 16577051. Registered Address: Ingle Dene, Cragg Road, Hebden Bridge, HX7 5EN.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.