We are Stratagem Financial Planning, and we take a personal approach to financial planning. Our independent experts will advise you on how to truly get the best from your finances – from business protection to personal pensions, we keep your ambitions at the heart of it all.
Based in Poynton, Cheshire, with over 35 years of independent financial experience between us, we have a deep understanding of financial planning strategies. You’ll get all that wisdom with none of the jargon or guesswork. It’s just how we do things here.
Our cutting-edge technology gives you a clear view of your investments in one single place, accessible 24/7 from any device. Whether you’re deciding what’s best for your family, client or business partnership, Stratagem Financial Planning makes financing come alive.
Unsure how to maximise and protect gains on a pension, investment or estate? Let us guide you toward better returns, following your personal situation over the years and decades ahead. From pensions to life insurance cover, we’ll suggest how to steer a course that has its sights firmly on the future.
Off-the-cuff decisions about your finances are bound to fail. We map out how your cash flow will look over the years, based on the securities you want and the challenges you may run into. All of this is quantified, reviewed, and presented face-to-face. Stratagem Financial Planning’s financial advisors are on hand to align your funds and business goals.
At Stratagem Financial Planning, we profile risk on a case-by-case basis. When set alongside your goals, it will help you effectively handle your finances to a level you’re comfortable with. Analytical software assesses your portfolio at every stage, and we review cash flow projections annually to confirm they’re on track.
Our advisors will guide you throughout the smart wealth management journey. Start small and work up; or take a more complex path instead. Whatever your preferred route we make it simple, expand your financial knowledge, or liaise with planners and trustees to deliver a solution.
We serve the Poynton, Bramhall, Macclesfield, Wilmslow, Stockport and surrounding South Manchester and Cheshire areas.
Stratagem Financial Planning, 1 Park Lane, Poynton, Cheshire, SK12 1RD
t: 01625 839 839