Financial planning that puts the future in your hands
We provide independent financial advice for individuals, families and businesses. Based in Cheshire with a national reach, we are a Chartered firm who help people get more from their money - and their lives.
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We work with people who are…
We are Stratagem
We take a personal approach to financial planning. Our independent experts will advise you on how to truly get the best from your finances – from investment advice, business protection to individual pensions, we tailor our approach and keep your ambitions at the heart of it all.
Based in Poynton, Cheshire, we’re committed to helping people achieve their financial objectives while keeping things simple. We are a Chartered firm, this title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people to deliver the highest quality advice to their clients. Alongside innovative strategies and cutting-edge technology, you’ll have all the wisdom with none of the guesswork. It’s just how we do things here.
Why choose us-
Technology
From our client portals to cashflow modelling software, we let technology take the strain so we can provide a more personalised service.
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Talent
Our financial experts come equipped with years of experience, having advised on all kinds of situations and circumstances. You’re in safe hands.
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Tailored advice
Everything we do is built around you. There’s nothing ‘off-the-shelf’ about our service, so you can be sure of a totally bespoke strategy.
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Investments
We deliver returns that are in line with your risk profile. You remain invested in the most suitable investment strategy for you as your objectives change.
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Postitive investing
We work with people looking to make a positive impact on the wider world we live in - ESG, socially responsible, and purely ethical funds.
Meet the team
Hear from the people in-the-know
Stratagem has given me an extra level of confidence that I can retire early.
I feel completely and utterly reassured about my financial future.
Working with Stratagem gives me the confidence that my investments are being well looked after.
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.
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.
Stratagem explain everything clearly to me and are very patient with my questions. They respond to phone calls and emails promptly and give me regular updates. I would have no hesitation in recommending them.
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.
Gareth was recommended to me. I liked his detailed approach to my circumstances. He always fully explained the advice he put forward in a way that my wife and I could understand.
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
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.
Let’s chat
Just give us a call or send a message to find out more about what we can do for you.
