I feel completely and utterly reassured about my financial future.
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.