Partner With Us

Bring Stratagem Financial Planning into your network

Welcome to Stratagem Financial Planning

We’ve built our business on the belief that successful relationships depend on partnering with people that know exactly what they’re doing. You care about your relationship with your clients and put them first – and so do we. Together, we can help and secure their future.

By partnering with us, we can identify ways to add value to one another’s clients, business connections or audience base. We’re always looking for ways to further enrich the service we provide, and welcome new contacts into our network.

If you think we can add value to you and your clients, then let’s connect.

Contact us

Holistic and real-world experience

With over 34 years of combined experience working alongside high net worth individuals and business owners, dealing with everything from business startups to estate succession planning, there’s very little we haven’t seen before. That means we’re primed for any scenario you can think of.

Fortify your relevance

Help clients or followers diversify their options and strengthen their trust in what we offer, collectively. By connecting them to other experts who can help, they’ll be more likely to return to your services and recommend them to others.

A prestigious client list

We actively promote our trusted partners to our clients and those in our network. Whenever any of our contacts need something you provide, we’ll bring your name up. Partnering with us can help you grow your client referrals and broaden your influence in your market at the same time.

Client referrals or client work for you?

Due to the nature of our advice, and the wide-ranging needs of our clients, we often source advice from other specialists, such as accountants, solicitors, and those in the banking sector. Client referrals tend to come from the following areas:

  • Wills, probate, estate and trust planning
  • Family law
  • Employment law
  • Commercial advice – shareholders and cross options agreements
  • Commercial conveyancing
  • Commercial lending
  • Mortgages
  • Banking services
  • Personal and business tax
  • Business accountancy
  • Valuation of businesses
  • Business sale and corporate financing opportunities