Stratagem Financial Planning Financial Advisors | Pensions, Investments, Planning Services

We are Independent Financial Advisers based in the heart of Poynton, Stockport, Cheshire. We offer pension, investment and protection advice with a team of advisers who are both experienced and extremely well qualified. Get in touch today and start planning your future!

Pensions, Investments, Planning Advice and Insurance Advisors

Put the future in your hands

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.

A source of talent you can trust

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.

We strip complexities down to size

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.

Stratagem Wealth explain everything clearly to me and are very patient with my questions. They respond to phone calls, emails etc promptly and regularly give me updates. I would have no hesitation in recommending them. Sharon from Cheadle

I was recommended to Paul by a colleague who had received an excellent service previously, stating that he was reliable , trustworthy and an extremely competent Financial Adviser. Paul outlined the financial implications, rules and regulations around pensions in a way that made it easy to understand, including various options for investments, providing me with an in-depth forecast that helped me greatly in making my decision. Mrs H from Manchester

We required advice on both business and personal advice including income protection, life insurance, keyman insurance and shareholder protection. Paul undertook a complete review of our situation and advised on possible solutions and made us aware of any potential risks. We most definitely have seen the outcome we were hoping for and the service we received exceeded expectations. Digital technology Business, Lancashire

I have used David Shirley for many years to deal with my insurance and pensions matters. He has always given me the best advice and his shrewd knowledge has enabled my pension policy to grow well, even in these tough economic times. I would recommend his to anyone, without hesitation. The outcome is exactly as I was advised. Philip from Wigan

Build the life you deserve

Planning that moves with you

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.

How we support individuals

Grow and protect your finances

Comprehensive business support

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.

How we support businesses

The clever way to crunch numbers

Advanced, innovative technology

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.

The science behind your success

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A clear, strategic approach

The tools for informed decisions

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.

Why we’re distinctive