Professional connections
We’ve built our business on the belief that successful relationships depend on partnering with people that know exactly what they’re doing.
That’s why we work closely with other professionals to provide an enhanced service for their clients.
Your strategic partners
We’re experienced in working alongside other professional roles to provide a holistic financial service for clients. We regularly work with solicitor and accountancy firms to advise on the most appropriate investment strategy for the likes of trusts and professional deputies, our Director Paul Lindfield having spent many years as a partner of such a firm.
By bringing us into your network, you can not only enjoy a proactive approach to your clients’ wider financial needs but feel confident that you’ll be remembered for all the right reasons. It’s a match you’ll definitely want to make.
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An extension of your business
We’ll fit seamlessly into your way of working and become your right-hand person, there to take the strain and support you in ways we already know how.
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Great for your clients
Your clients will benefit hugely from a specialist network of advice and support that meets their highest needs.
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Great for you
Happier clients reflect well on your business and typically leads to better client retention in the long run.
Hear from the people in-the-know
Stratagem has given me an extra level of confidence that I can retire early.
I feel completely and utterly reassured about my financial future.
Working with Stratagem gives me the confidence that my investments are being well looked after.
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.
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.
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.
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.
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.
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
