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  11. Strata Financial Limited

Strata Financial Limited

Independent Financial Adviser  21 Farrington Way, Shifnal, TF11 9EX
First meeting at adviser's own cost
Achieve your financial goals with a specialist family firm of independent financial advisers.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
Mr James Cook DipFA; PETR
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Mr Simon Cook DipPFS
Managing Director
Mr Tom Cook DipFA
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mr Alex Cook DipFA; CeMAP
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
The speed and quality of service and attention have always been excellent. From the question being asked to the action being taken is remarkably speedy. We are confident we can live out our lives without financial worries.
R&R, West Midlands
Strata have sorted out my finances and lifestyle planning in a professional and uncomplicated manner that is easy (even for me) to understand and control. They have sorted out plans for my savings, pension, investments, insurances and peace of mind for myself and my family. Can’t speak highly enough of the quality of the service that Strata have provided from our very first meeting – fantastic. They have always been friendly, helpful, efficient & trustworthy in all my dealings with them
NC, London
Strata has the knowledge and expertise to manage & grow our investments in a way we could never have had. Each step of the way is well explained - as many times as we need! - to ensure we understand & are comfortable with the process at the same time being realistic with potential outcomes. As a result we feel privileged to have been able to maintain our desired lifestyle. As well as our annual review, our quarterly updates where our portfolio is rebalanced alongside access to Strata's Portal is very reassuring. We are secure in the knowledge that any questions/query we have will be addressed & resolved promptly in a manner that best fits our needs. Strata's professionalism, friendliness & knowledge is reflected in the fact we have no hesitation in highly recommending their services.
B&J, Worcestershire
We have worked with Strata for a few years following a recommendation from a friend. They have helped us a lot with both the return on our investments, and our long term financial planning. The speed, quality of service and attention they provide is excellent. They always reply to any queries the same day, we have regular annual face to face meetings, and they are available on the phone or email at any time. Their professionalism, friendliness and knowledge is first class. They are always personable, punctual and very responsive.
DM, Staffordshire
About us

We have been building dependable relationships with individuals, families and businesses since September 2000.

We are knowledgeable and experienced advisers who deliver a first-class service across a wide spectrum of needs – investments and pensions, wills and family trusts, financial life planning, retirement planning, tax planning, mortgages and protection insurance.

Our clients have access to our Finance Portal for valuations, secure communications, document storage and investment data.

Our services

We specialise in Lifestyle and Retirement Planning. We can review your existing arrangements (although we don't advise on defined benefit final salary pensions) and establish a strategy to achieve your goals.

Where to find us
Head office address: 21 Farrington Way, Shifnal, TF11 9EX
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
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FCA authorised
Last authorised 27th June 2022

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