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.
We are a firm of Chartered Financial Planners
We’re proud to have achieved Chartered firm status at Stratagem. You may wonder “why does Chartered matter?” – and you wouldn’t be the first! The truth is, it matters more than you might think. Here’s why…
When you partner with an independent financial adviser (IFA), you acquire a dependable eye on your finances that isn’t narrowed by certain products or vested interests. And when your IFA and their firm is Chartered, you know you’re dealing with the best. It’s a mark of quality, of a qualified professional who works for you and your ambitions alone.
It also helps us attract and retain the best staff. Talented professionals want to work for ambitious, principled organisations, and corporate Chartered status is a clear indicator of the professional standing of a potential employer – all of which benefits you as a client.
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.
