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

Business Owners

Grant Yates

Hi, my name is Grant Yates. I've been with Stratagem Financial Planning for just over two years, and my financial planner is Paul Lindfield.

I set up my own company a few years ago and took on a new accounting firm. My paths crossed with Paul Lindfield, who was the financial advisor within the same company. He offered to go through all the investments I had with a high street bank at the time, and we took it from there.

The problem I had before I switched over to Paul was that all my investments were all with different companies. Paul switched them over to one platform, one company, so that I could view them online easily and see how they were performing on a daily, weekly or monthly basis. The aspiration was to hopefully retire at an earlier age if the investments made a better return than I was currently getting.

I decided to stay with Paul because I trust him implicitly. He's always there for any advice whenever I contact him. He's also helped me out along the way, with my young son’s Junior Stocks and Shares ISA. He's always there whenever required.

Working with Stratagem gives me the confidence that my investments in the background are being well looked after. The working relationship I've had with Paul gives me the confidence that everything has been looked after the way it should be.

The three words I’d use to describe Stratagem Financial Planning would be personal, professional, and trustworthy.

I feel that since I've been working with Stratagem, I do have peace of mind. Everything is being looked after, which is beneficial to my future investments.

The best thing about working with Stratagem and Paul Lingfield is that I've known him over the years, around eight years now. I see him as a friend as well as my financial planner.

The best piece of advice that Paul and Stratagem have given me, probably since the pandemic started in early 2020, was to sit tight on the investments, not to panic, and to be patient. They would come good, which was excellent advice and has come true.

I would and have recommended Stratagem to numerous colleagues and friends. From the start, they have told me Paul’s been off the scale in how he deals with them on a personal basis. So yeah, I've recommended at least half a dozen people and they've got nothing bad to say and all been good.

Hear from the people in-the-know

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

Darren Ramsey
At retirement

I feel completely and utterly reassured about my financial future.

Katherine
In working life

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

Grant Yates
Business Owners

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.

A client in Manchester
At retirement

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
Business Owners

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.

Sharon from Cheadle
Looking for specialist pensions

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
At retirement

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.

A client in Cheshire
In working life

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
Business Owners

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.

Philip from Wigan
Looking for specialist pensions

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.