Awards & accreditations

We always strive for excellence, both as a team and as individuals, and we’re never complacent in what we do, always pushing for bigger and better. That drive and work ethic we pride ourselves on has resulted in some impressive accolades – just take a look.

An award-winning team

Our unique approach and commitment to excellent hasn’t gone unnoticed in the industry, with our advisers picking up some well-deserved awards. Gareth Rose was featured in the New Model Adviser Top 35 Under 35 2017, while Paul Lindfield was commended in the Investment Adviser of the Year category at the 2017 Unbiased Media Awards.

Let’s chat

Just give us a call or send a message to find out more about what we can do for you.

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.