In working life

As a busy professional, it can sometimes be hard to focus on planning financially for the future - and even when you do have the time, you may not know the best course of action for you.

We work with people to help them effectively build their wealth and turn their financial goals into a reality.

Your financial future is in safe hands

We help you think about the big picture when it comes to your finances and your future. We’ll explore your goals and what matters to you now and in the years to come, then build a plan around those objectives.

We'll help you build your assets and your wealth through a range of investment vehicles, ensuring they're structured in a way that allows you to maximise your capital and benefit from tax reliefs and allowances.

When you get closer to thinking about retirement, we’ll outline your pension freedoms, realising the potential of pension values and developing a step-by-step strategy for achieving your lifetime goals. We also deal with all of the ‘what ifs?’, including what you can withdraw sustainably and how much to contribute to achieve the lifestyle you want.

The future can be whatever you make of it. With our friendly, honest advice, all you have to do is look forward to it.

  • Understand your position

    We’ll give you clarity on what you have and where, analysing your existing assets, investments and pensions to provide a clear picture of your situation.

  • Cashflow modelling

    We’ll use innovative tools that allow us to assess and test the most suitable investment strategy, to visualise your future finances, so we can forecast exactly what you’ll need in line with your goals.

  • Investments

    Our relationship with trusted investment managers allows you to benefit from a strategy that is well diversified and risk-rated to your agreed risk level – providing your capital with the maximum potential for returns.

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.