Financial planning that puts the future in your hands
We provide independent financial advice for individuals, families and businesses. Based in Cheshire with a national reach, we are a Chartered firm who help people get more from their money - and their lives.Find out more
We are Stratagem
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 investment advice, business protection to individual pensions, we tailor our approach and keep your ambitions at the heart of it all.
Based in Poynton, Cheshire, we’re committed to helping people achieve their financial objectives while keeping things simple. We are a Chartered firm, this title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people to deliver the highest quality advice to their clients. Alongside innovative strategies and cutting-edge technology, you’ll have all the wisdom with none of the guesswork. It’s just how we do things here.Why choose us
From our client portals to cashflow modelling software, we let technology take the strain so we can provide a more personalised service.
Our financial experts come equipped with years of experience, having advised on all kinds of situations and circumstances. You’re in safe hands.
Everything we do is built around you. There’s nothing ‘off-the-shelf’ about our service, so you can be sure of a totally bespoke strategy.
We deliver returns that are in line with your risk profile. You remain invested in the most suitable investment strategy for you as your objectives change.
We work with people looking to make a positive impact on the wider world we live in - ESG, socially responsible, and purely ethical funds.