About us

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 the beginning of an entrepreneurial journey – that high-quality service must remain the same.

We help people take control

David and Paul, our founders, wanted a better standard of financial support. With 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 by the 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 takes into account the personal and the practical for a holistic approach to financial planning.

From key person insurance, to investment and pension planning this never wavers. The longer we assist you, the better we can help your achievements flourish.

Our technology

For us, tech is more than a novelty; it’s a central mechanism to success. We use a range of forward-thinking tools designed to make financing come alive.

CashCalc

Our favoured cashflow planning software, Cashcalc allows us to project your future finances and explore ‘what if’ scenarios.

FE Analytics

This tool allows us to analyse the investments you’ve made so far, their structure and how they’ve performed.

Dynamic Planner

We use software called Dynamic Planner to help us assess risk, investment suitability and ESG preference. We utilise software to provide consolidated, simplified view of your position and finances.

Client portals

All of our recommended solutions and providers have client portals that allow our clients to have 24/7 access to view up to date valuations of pension and investment holdings at the touch of a button.