Why choose us

It’s not an easy task when it comes to choosing a financial advice firm.

Performance is expected – and with us, it’s a given. But what really sets us apart from the rest is all the other stuff. Just take a look at what makes us different.

Our technology

Every client benefits from our analytical tools – the science behind success. We can profile risk, assess your portfolio, and use this data to create a cashflow forecast that maps out your wealth over time.

We regularly run your portfolio into various market models, before compiling reports so you maintain full visibility over your finances.

Our Chartered Financial Planners

Many of our financial planners hold Chartered status, with others actively working towards the accreditation. That means that you can be certain that whenever you’re dealing with us, you’re getting the best possible service and ethical care. Find out more about why Chartered matters.

Our approach

We’re a straight-talking, no-nonsense bunch committed to making things simple. We avoid jargon and explain things in your terms (get ready for an analogy or two!), while ensuring you always remain the focus.

Our independent standing

As an independent firm, we’re not restricted when it comes to the products we can recommend. We can source from the whole of the market to find what’s right for you.

Our experience

With decades of combined experience, it’s safe to say we know a thing or two! Not only have we developed specialist expertise in certain areas,

it also means we’ve encountered all kinds of scenarios and circumstances. Whatever you bring our way, we’ll find a solution.

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

Let’s chat

Just give us a call or send a message to find out more about what we can do for you.

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.