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Meet the team

Welcome to the team page, please click on a bucket below to see more info

Paul Lindfield
Director & Financial Planner
Paul Lindfield
Director & Financial Planner
David Shirley
Director & Chartered Financial Planner
David Shirley
Director & Chartered Financial Planner
Gareth Rose
Chartered Financial Planner
Gareth Rose
Chartered Financial Planner
Kat Bridgeman
Client Manager
Kat Bridgeman
Client Manager
David Nicklin
Protection Adviser
David Nicklin
Protection Adviser

Let’s chat

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

01625 839 839 enquiries@stratagemfp.co.uk

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.

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1 Park Lane,
Poynton,
Cheshire,
SK12 1RD