Stratagem Financial Planning Limited

Independent Financial Adviser  Stratagem Financial Planning, Poynton and worth, Cheshire, SK12 1RD
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FCA authorised
Last authorised 3rd August 2020
Advice that’s clear, concise and transparent.
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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Pensions transfer
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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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Socially responsible investments
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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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Large business
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Life insurance
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Small business
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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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Corporate pension
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Employee benefits
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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 risk
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Long term care
Meet our advisers
David Shirley APFS
Chartered Financial Planner
Paul Lindfield
Independent Financial Adviser
About us

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…

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Stratagem Financial Planning, 1 Park Lane, Poynton, Cheshire, Stockport, SK12 1RD

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