At Stratagem Wealth, we believe stability and security are key in life. Your financial planning, whether personal or business, should be in the hands of those who value accuracy, patience and plain speaking. You may be at a crossroads in your life, or at the beginning of an entrepreneurial journey – that high-quality service must remain the same.
David and Paul, our founders, wanted a better standard of finance support. With their combined experience of 34 years, and the ever-expanding expertise of our team, we are delivering it for companies and individuals from our base in Poynton, Cheshire. Access to Chartered financial expertise is a big part of why we’re so valued in our community, yet there’s no limit to who we can help in the UK.
From key person insurance to pension planning, this never wavers. The longer we assist you, the better we can help your achievements flourish. It’s a relationship worth learning about…
We’re used to sitting down with clients and talking through their options. But, equally, we’re at home with technology, underpinning the reasons behind our advice. Stratagem Wealth take into account the personal and the practical for a holistic approach to financial planning.
Stratagem Financial Planning, 1 Park Lane, Poynton, Cheshire, Stockport, SK12 1RD
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