Stratagem Financial Planning
Financial planning that puts the future in your hands
We provide independent financial advice for individuals, families and businesses. Based in Cheshire with a national reach, we are a Chartered firm who help people get more from their money - and their lives.
We take a personal approach to financial planning. Our independent experts will advise you on how to truly get the best from your finances – from investment advice, business protection to individual pensions, we tailor our approach and keep your ambitions at the heart of it all.
Based in Poynton, Cheshire, we’re committed to helping people achieve their financial objectives while keeping things simple. We are a Chartered firm, this title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people to deliver the highest quality advice to their clients. Alongside innovative strategies and cutting-edge technology, you’ll have all the wisdom with none of the guesswork. It’s just how we do things here.
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.
