Why Does Chartered Matter?

When you partner with an independent financial advisor, you acquire a dependable eye on your finances that isn’t narrowed by certain products or vested interests. And when your IFA is Chartered, you know you’re dealing with the best. It’s a mark of quality, of a qualified professional who works for you and your ambitions alone.

Our advisors are either Chartered or working towards that highly regarded status. So you can be confident in their honest guidance and recommendations when you come to Stratagem Wealth for your personal or business financial planning.

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A hard-earned label

Chartered status is only awarded by the Personal Finance Society (PFS) when an adviser passes a series of advanced exams and has been practicing for over five years. Chartered Financial Planners are required to swear an oath to uphold a set of ethics – one of the factors that demonstrate the dedication and commitment to their role.

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Where we come in

Several members of our team, including David, are Chartered. That means you have access to qualified professionals regulated by the FCA. These standards inform our planning guidance, following you through any decisions surrounding your personal or commercial finances.

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Discover the Stratagem Financial Planning difference for yourself. Speak to our team about how we can support your financial plans.



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 david@stratagemfp.co.uk 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 www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.