At Stratagem Financial Planning, we believe stability and security are key in life. Your financial planning, whether personal or business, should be in the hands of those who value accuracy, patience and plain speaking. You may be at a crossroads in your life, or at the beginning of an entrepreneurial journey – that high-quality service must remain the same.
David and Paul, our founders, wanted a better standard of finance support. With their combined experience of over 35 years, and the ever-expanding expertise of our team, we are delivering it for companies and individuals from our base in Poynton, Cheshire. Access to Chartered financial expertise is a big part of why we’re so valued in our community, and the other clients that we help throughout the UK.
We’re used to sitting down with clients and talking through their options. But, equally, we’re at home with technology, underpinning the reasons behind our advice. Stratagem Financial Planning take into account the personal and the practical for a holistic approach to financial planning.
From key person insurance to pension planning, this never wavers. The longer we assist you, the better we can help your achievements flourish. It’s a relationship worth learning about…
Every client benefits from our analytical tools. We can profile risk, assess your portfolio, and use this data to create a cash flow forecast that maps out your wealth over time. We regularly run your portfolio into various market models, before compiling reports so you maintain full visibility over your finances.
What is cash flow modelling? Click here to find out more…
It’s a question we hear a lot. We’re proud to have Chartered IFAs in the Stratagem Financial Planning team, with the knowledge and experience to ensure you receive the very best advice when it comes to your finances. But what does this mean in practice? It matters more than you might think…
David is a Chartered Financial Planner who takes pride in offering clear, concise and transparent advice. Specialising in pensions, David works closely with clients to help them achieve their financial goals and secure their income through smart forward planning.
Paul has been advising owner-managed businesses and entrepreneurs for over twenty years. He brings this corporate expertise to Stratagem Financial Planning, helping business owners protect and grow their venture and lifestyle through personable, comprehensive finance advice. Paul is also working towards his Chartered status. Click here to see Paul’s vouched for reviews
David has been involved with the Financial Services Sector for the last 31 years. He progressed through the ranks of various insurance companies before making the decision to become a business owner in 2002 when he formed a financial services practice which he later sold to pursue other interests.
David specialises in complex Inheritance Tax planning scenarios using his knowledge and experience to create robust financial plans.
David’s values are to treat everyone as you expect to be treated yourself, listen to and help as many people as you can to get to where they need to be.
After my initial talks with Dave and ensuring that the info he was giving was good I went ahead to use him. He is very clued up on the topics I have spoken with him about and also for the services I have used him for. He completely understood what I was looking for and what I wanted to do.
Sometimes you get them and they are trying to advise on what is best for them and not completely listening to you and your needs. Dave has been very good for me personally but now we are looking to use his services in our business also. I have already recommended Dave to several of my business contacts.
It’s all about future planning.
David took the time to listen to our concerns for our financial future and then fully investigated / review our existing financial situation he then presented and demonstrated how our finances could work better for us. He always fully explains any suggested recommendations and secondary alternatives including the likely outcomes of doing nothing however he has always left any final decision to us and we can say that we have never felt under any pressure to do anything we were not absolutely comfortable and at ease with. In the 7/8 years we have dealt with David we have always received a very professional service.We are extremely pleased with the performance of the Wrap which David arranged for us.
I had multiple (over 10) pensions through various companies, private and FSAVC’s which I wasn’t sure were making good money, should be consolidated, what the overall end result, pensionable pot / pension, would be.
I also had no insurance and yet I’m the main income within the family. How did Paul help you? Paul has helped me by spending time listening and clearly highlighting all of the information I needed to obtain and that in order for Paul to obtain all I needed to do was simply fill in some consent forms so I had no work to do. Once obtained all of this information was analysed and I was requested in to attend a meeting where Paul clearly and methodically discussed all the findings and recommendations. Other than 3 meeting, one was a consent signing meeting, I had no ‘work’ to do, Paul did it all.
I was extremely pleased with the outcome, a good company pension that stayed where it was and a consolidation of all others. They are now all in one place and being managed effectively, making money. I genuinely couldn’t think of anything else Paul could have done for me.