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.

  • 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.

  • Great for your clients

    Your clients will benefit hugely from a specialist network of advice and support that meets their highest needs.

  • 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

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.