Investors

When it comes to investing for your future, we believe it’s never too early to have a plan - and that with the right kind of support, you can achieve more successful outcomes.

We help clients achieve their financial goals through intelligent, bespoke investment solutions. Find out more about how we can help.

Tailored investment solutions

We’re specialists in supporting people on their investment journey, empowering them to make fully informed decisions about their finances and setting them on the path to achieve their long-term goals.

We take a holistic approach to managing your investments. We get to know you, your wider needs, and your attitude to risk. We then build a tailored investment strategy that fully aligns with those things.

Whether you’re a seasoned investor or something more of a novice, as your trusted partners, we’re here to help you achieve more. We can also provide specialist investment advice for trustees, including personal injury trusts.

  • Independent advice

    We go through a rigorous process of selecting the right investment options for you, having looked at the whole of the market and identified the best returns.

  • Goal-aligned investments

    We focus first on your objectives and what you’re looking to achieve, then build a tailored investment strategy around them. This way, your goals are always front and centre.

  • Tax planning

    We’ll structure your investments in a way that ensures you’re maximising all available tax allowances and reliefs, so you get more from your capital.

  • Performance reviews

    We’ll regularly monitor and benchmark your investment performance to ensure you stay on track.

Hear from the people in-the-know

Paul is very friendly, personable, very easy to work with and helps me to understand the detail. The online service provided to track and monitor performance of the investments is also excellent. I am extremely happy with the overall service.

A client in Lancashire
Pre-retirement

I am happy with the advice I have been given and the income I receive. David always replies to messages and aims to help as much as he can. I feel very supported.

A client in Manchester
Pre-retirement

Stratagem explain everything clearly to me and are very patient with my questions. They respond to phone calls and emails promptly and give me regular updates. I would have no hesitation in recommending them.

Sharon from Cheadle
Pre-retirement

Paul outlined the financial implications, rules and regulations around pensions in a way that made it easy to understand, providing me with an in-depth forecast that helped me greatly in making my decision.

Mrs H from Manchester
Pre-retirement

Gareth was recommended to me. I liked his detailed approach to my circumstances. He always fully explained the advice he put forward in a way that my wife and I could understand.

A client in Cheshire
Pre-retirement

Paul undertook a complete review of our situation and advised on possible solutions. We most definitely have seen the outcome we were hoping for through working with him

A digital technology business in Lancashire
Business owners

David has always given me the best advice and his shrewd knowledge has enabled my pension to grow well.I would recommend him to anyone, without exception - the outcome is exactly as I was advised.

Philip from Wigan
Pre-retirement

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.