I feel completely and utterly reassured about my financial future.
Katherine
My name is Katherine, and I've been a client with Stratagem for four years.
My previous IFA put me in contact with Stratagem when he was retiring. He wanted to make sure that I went with the best person, and that's how I met David.
I had an issue with my pension, as I was very out of touch with what opportunities it offered and needed to discuss it with someone experienced. I was considering opting out of my company pension scheme, but we went through all the options, David and I, and we ended up making the right decision.
Working with Stratagem makes me feel completely, utterly reassured. As I said, I'm not an expert in personal finance, but have become more knowledgeable through working with Stratagem on my small portfolio. They take pains to explain everything to me and make sure I understand exactly why we're making the decisions that we do together.
Working with Stratagem, my financial future now seems much rosier than before. Prior to working with Stratagem, I had no idea whether I was able to retire and live comfortably. But I now know that, with their help, I’ve put such plans in place that I can live reasonably well – in fact, better than I was expecting.
The regular updates and in-person meetings build a sense of trust in each other. Without that, I think it would be less enjoyable.
The best thing about working with Stratagem is having a named person I can talk to, someone who is responsible and who I can build a relationship with. From the first meeting, David understood what I wanted and how I wanted to organise my money to help me live a life post-retirement.
We work as a complete partnership, where my interests are his interests. I don't feel at all that I'm being sold something. It’s like we're working on it together.
The three words that I would use to describe Stratagem are energetic, refreshing, and trustworthy.
I have recommended Stratagem to my closest friends, and they have actually come back to me and said “Thank you”. They’re the best wealth management company we've ever dealt with, and I have recommended them because I trust them.
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.
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