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.