Paul Lindfield

Director & Financial Planner
  • Diploma in Financial Planning
  • Financial Planning Certificate
  • Certificate in Mortgage Advice
  • Certificate in Life & Pensions

In the office

Paul has 25 years’ experience as an independent financial adviser, working predominantly alongside accountancy firms before setting up Stratagem Financial Planning together with David.

A large number of Paul’s personal clients are business owners who find their business and personal lives (and wealth) entwined.

Paul advises on all aspects on financial planning providing a holistic service that includes business protection, key person, shareholder insurance and pension planning. Paul has many years experience providing specialist investment advice for trusts, trustees and personal injury clients.

Off the clock

Being of Italian descent (and a well-known feeder), Paul naturally has a love of food, wine and cooking.

He’s happiest when making home-cooked meals for those he loves. As a foodie he’s conscious of the need to burn those calories, so he makes sure to stay active.

You’ll regularly find him either in the gym or in his hiking boots in the great outdoors.


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

Stratagem has given me an extra level of confidence that I can retire early.

Darren Ramsey

Working with Stratagem gives me the confidence that my investments are being well looked after.

Grant Yates

Paul is very friendly, personable, very easy to work with and helps me to understand the detail. The online service provided to track and monitor performance of the investments is also excellent. I am extremely happy with the overall service.

A client in Lancashire

Paul outlined the financial implications, rules and regulations around pensions in a way that made it easy to understand, providing me with an in-depth forecast that helped me greatly in making my decision.

Mrs H from Manchester

I am delighted to now have my pension invested in a long-standing reputable company, with regular reviews by both Paul and the company to make sure my pension investments remain on track.

A client in Manchester

Paul undertook a complete review of our situation and advised on possible solutions. We most definitely have seen the outcome we were hoping for through working with him

A digital technology business in Lancashire
Spotlight questions
On an ideal weekend you’ll find me:
In hiking boots, tending to my garden, making and cooking fresh pasta for friends and family, and then finally sitting down with a good glass of vino.
My favourite karaoke song is:
Frankie Goes to Hollywood – Power of Love
If I could be any fictional character, I would be:
Mrs Doubtfire
The best gift I’ve ever received is
Overcoming a serious and major spinal injury and the gift of being able to continue to live a happy and active life.
My proudest moment as a Financial Planner was:
Every day – I love my job and have advised some clients for nearly 20 years, becoming their trusted adviser and friend.
If I could turn any activity into an Olympic sport, I would win a medal in:
Lasagne-making – my speciality!
When the dessert menu arrives, I’m looking for:
Creme brulee
The three people at my dream dinner party would be:
Robin Williams, Eric Cantona, and Margaret Thatcher

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 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 or by contacting them on 0800 023 4567.