Business owners

We know that for most business owners, professional and personal matters are often entwined - especially when it comes to your finances.

We provide expert, impartial advice to help you get the most from what you’ve built and spend more time on the things that matter.

For you and your business

Protecting the business that you’ve worked so hard to build, and the families that it supports is just as important as growing it. Whatever stage you’re at, it pays to take a critical view of your finances and the people that underpin them – because off-the-cuff decisions are bound to fail.

Our advisers tackle the tough eventualities that life may throw up, so you’re never in the dark and everyone is cared for. We also look at the bigger picture, using cashflow modelling to forecast your future finances and help form a plan for success.

Whether you’re a seasoned entrepreneur or you’re a fresh-faced start-up, we have the solutions to fully support you on your business journey and help you make the decisions now that will pay dividends later.

  • Business protection

    From shareholder protection and key person insurance to relevant life policies, we’ll ensure your business is safeguarded no matter what happens.

  • Tax planning

    We’ll help you navigate your tax situation and devise methods that will allow you to efficiently extract profits from your business.

  • Pension planning

    Whether it’s a personal scheme for you or for your employees, we’ll ensure you’re getting the maximum benefit out of your pension and desired expenditure.

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 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 or by contacting them on 0800 023 4567.