David Nicklin

Protection Adviser
  • Financial Planning Certificate
  • Mortgage Advice Qualification

In the office

David has been involved with the Financial Services profession 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. 

David specialises in complex inheritance tax planning scenarios, using his knowlege and experience to create robust financial plans for our clients.

Off the clock

David lives with his partner Jen in Sale, he has 4 children Bethany, Lucy, Faye & Jack (the twins).

David enjoys spending as much time as possible with his family and friends socialising.  His hobbies are reading, collecting watches, cars, music and travelling.  One of his favourite places to visit is San Pedro in Malaga and he plans on spending more time there in the next few years.

Stratagem explain everything clearly to me and are very patient with my questions. I would have no hesitation in recommending them.

Sharon from Cheadle
Spotlight questions
On an ideal weekend you’ll find me:
Socialising with friends and family, spending time with my children and partner Jen
My favourite karaoke song is:
Yellow Submarine as it the only song I can sing due to being tone deaf
If I could be any fictional character, I would be:
James Bond
The best gift I’ve ever received is:
A car when I first started out in my career
If I could turn any activity into an Olympic sport, I would win a medal in:
When the dessert menu arrives, I’m looking for:
Anything gluten free
The three people at my dream dinner party would be:
Danny B a very good friend, my brother Stephen and my twin brother Brian who passed away in 2003

Stratagem Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Stratagem Financial Planning Limited is entered on the Financial Services Register under reference 819330. Registered in England, Company number 11456453 Registered Office: 1 Park Lane, Poynton, Cheshire, SK12 1RD.


If you wish to register a complaint, please contact David Shirley at david@stratagemfp.co.uk or on 01625 839 839.

Please be assured we treat complaints seriously. A summary of our internal complaints handling procedures is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.