Stratagem Financial Planning

1 Park Lane, Cheshire, Stockport SK12 1RD

● Open

5 10

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Hours open

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About Us

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1 Park Lane, Cheshire, Stockport SK12 1RD, United Kingdom

1625 839839

stratagemfp.co.uk

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About the Business

Welcome to Stratagem Financial Planning, your premier financial planning and investment management institution located at the heart of 1 Park Ln, Poynton in the beautiful region of Cheshire, Stockport SK12 1RD, United Kingdom. Our establishment has helped individuals and businesses navigate their financial landscape with steadfast accuracy for over a decade, and our reputation as a reliable point of interest in the field of finance is unparalleled.

At Stratagem Financial Planning, our mission is to assist individuals and businesses to achieve their financial goals by providing them with custom-tailored advice and investment solutions that align with their unique needs and objectives. Our professional and experienced team comprises expert financial planners, investment managers, and advisors, who work cohesively to develop comprehensive financial strategies that help you build and protect your wealth.

We pride ourselves on offering a wide range of financial services, including retirement planning, wealth management, inheritance tax planning, and investment advice. Our expert team designs investment portfolios that are tailored to suit your preferences and risk appetite, with a strong focus on delivering robust returns that stand the test of time.

Our offices are strategically located in the beautiful region of Cheshire, Stockport SK12 1RD, where expert financial planning advice is just a phone call or consultation away. Our team of knowledgeable professionals take the time to listen and understand your financial aspirations, and we work diligently to guide you through the often complex financial landscape.

If you are looking for a reliable point of interest for all your financial planning and investment needs, look no further than Stratagem Financial Planning. Get in touch with us today and begin your journey towards a sound financial future.

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Hours open

Monday:

8:30 AM - 5:00 PM

Tuesday:

8:30 AM - 5:00 PM

Wednesday:

8:30 AM - 5:00 PM

Thursday:

8:30 AM - 5:00 PM

Friday:

8:30 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

Reviews

Kathryn Oakes:

"I am extremely happy with the financial advise received from Paul Lindfield in connection to my pensions. I had a number of pensions and Paul was able to advise on their worth, how they were performing and best steps going forward to ensure a happy retirement. I would have no hesitation in recommending him to others."

almost 2 years ago

Matt Hull:

"David Shirley’s knowledge has been invaluable over the last 10 years. His understanding of investments and pensions is unparalleled. He views his clients as long term and is prepared to invest time to allow you to achieve your financial goals. Very much recommended."

almost 3 years ago

Anthony King:

"Have been with Stratagem since they were formed and with Gareth Rose for many years. I have always found them very helpful and professional in all my dealings with them. Good advice always given and always available when needed."

almost 3 years ago

Troy Tempest:

"I have dealt with Gareth Rose, on a personal investment basis for many years. Over that time Gareth has always been professional in his approach and very knowledgeable. I would recommend Gareth to anyone seeking good, impartial and expert financial advice."

almost 3 years ago

David Jones:

"David Shirley and his colleagues are friendly, approachable and always up-to-date with current legislation and financial trends. Their approach is thorough- they always ensure that they obtain full information about my circumstances, needs and financial ambitions . This, together with their superb market knowledge, enables them to come up with the right solution for my situation every time."

almost 3 years ago

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