Welcome to Stratagem Financial Planning!

Just over 18 months ago, Paul Lindfield joined his former colleague, David Shirley to work alongside him as co-adviser within David’s firm Stratagem Wealth. David and Paul have known and worked alongside each other at various firms for over 14 years. Over this time they have found that they are very much aligned in terms of how they put their clients, and their client’s best interests, at the forefront of everything they do.

In the short time Paul and David have been working together as part of Stratagem Wealth, they quickly made the decision to create a joint financial planning business between them, and thus Stratagem Financial Planning was born. The creation of this joint venture have allowed Paul and David to pool resources and experience and offer a broader range of services to both new and existing clients.

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.


If you wish to register a complaint, please contact David Shirley at david@stratagemfp.co.uk or on 01625 839 839.

Please be assured we treat complaints seriously. A summary of our internal complaints handling procedures is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.