David Shirley

Director & Chartered Financial Planner
  • Advanced Diploma in Financial Planning
  • Diploma in Financial Planning
  • Financial Planning Certificate
  • Certificate in Life & Pensions
  • Award in Long-Term Care Insurance

In the office

David has over 15 years’ experience within the financial services industry.

He previously held director positions in other authorised firms before setting up Stratagem Financial Planning together with Paul.

A pension specialist, David is at his best when advising on complex pension, investment and tax planning needs.

Off the clock

Spare time – what’s that?! David and his wife have a toddler son, so life outside of work is filled with Lego, Shrek, Angry Birds, the list goes on…

His hobbies include Manchester City and (most importantly) his barbecue.

David is the proud owner of Kamado Joe Big Joe III and even in the winter snow, you can find him dishing up rotisserie chicken and turkey and honing his smash burger skills.


It’s important to always check the credentials of any financial planner you’re considering working with. You can view David’s important information below.

I feel completely and utterly reassured about my financial future.


I am happy with the advice I have been given and the income I receive. David always replies to messages and aims to help as much as he can. I feel very supported.

A client in Manchester

David has always given me the best advice and his shrewd knowledge has enabled my pension to grow well.I would recommend him to anyone, without exception - the outcome is exactly as I was advised.

Philip from Wigan
Spotlight questions
On an ideal weekend you’ll find me:
Being creative with my Kamado Joe barbeque.
My favourite karaoke song is:
You’ll never get me doing this but, at a push, a drunk attempt at “Wonderwall” perhaps
If I could be any fictional character, I would be:
Tyler Durden – it’s the rebel in me but I do love Fight Club!
The three people at my dream dinner party would be:
Elon Musk, Bill Hicks, Winston Churchill
My proudest moment as a Financial Planner was:
Attaining Chartered status. I hope one day this is the minimum level of qualification for our industry so that standards across our profession can be pushed as high as possible.
If I could turn any activity into an Olympic sport, I would win a medal in:
The most amount of pickled onion Walkers crisps that can be eaten in one sitting
When the dessert menu arrives, I’m looking for:
Chocolate fudge cake
My favourite holiday destination is:
Langkawi. Lush greenery and great food with Tiger Beer aplenty

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.