Stratagem Financial Planning - Stockport

Stratagem Financial Planning: A Comprehensive Guide

Introduction

Stratagem Financial Planning, located at 1 Park Ln, Poynton, Cheshire, Stockport SK12 1RD, United Kingdom, is a reputable financial consulting firm that provides personalized and professional financial planning services. With a phone number of 1625839839 and a website at stratagemfp.co.uk, Stratagem Financial Planning has been a trusted name in the industry for years.

Specialties and Services

The company specializes in two primary areas: Financial consultant and Financial planner. Their dedicated team works closely with clients to help them achieve their financial goals, whether it's saving for retirement or investing in the stock market. Stratagem Financial Planning is also known for its wheelchair accessible parking lot and restroom facilities, making it easier for all clients to access their services.

Expertise and Reputation

With an impressive average rating of 5/5 based on 16 reviews on Google My Business, Stratagem Financial Planning has garnered high praise from its clients. The company's commitment to professionalism, friendliness, and clear communication has led to numerous success stories among its client base. One such success is the long-standing relationship with a client who has been working with Stratagem for nearly five years. David, a key advisor at the firm, has provided well-founded, professional, and friendly advice that has resulted in significant financial rewards for the client. The company's ability to provide clearly defined options for investments, along with efficient and professional follow-up from staff, has further solidified its reputation as a reliable financial consulting firm.

In addition to the personalized attention given to each client, Stratagem Financial Planning's visibility in the community reflects its commitment to being accountable and accessible. This, combined with the positive feedback from clients, highlights the company's dedication to providing top-notch financial planning services.

Why Choose Stratagem Financial Planning

• Specialized expertise in financial consulting and planning
• Highly professional and friendly staff
• Clear communication and well-defined investment options
• Wheelchair accessible facilities for easy access
• Strong reputation with an impressive average rating of 5/5

With these qualities, Stratagem Financial Planning is an excellent choice for anyone seeking reliable and personalized financial advice. Their commitment to their clients' success sets them apart from other financial consulting firms in the area.

Recommendation

We highly recommend contacting Stratagem Financial Planning for your financial planning needs. Visit their website at stratagemfp.co.uk to learn more about their services and how they can help you achieve your financial goals. Don't hesitate to reach out to them through their phone number, 1625839839, or by visiting their office at 1 Park Ln, Poynton, Cheshire, Stockport SK12 1RD, United Kingdom. Let Stratagem Financial Planning guide you towards a secure and prosperous financial future.

👍 Reviews of Stratagem Financial Planning

Ian A.

5/5

We have been with Stratagen nearly 5 years. David's advice has always been well founded, professional and friendly. He gives us clearly defined options for our investments and, sufficient to say, his advice has reaped very good rewards. Any follow up by his staff is very professional. An obvious presence on our high street reflects his willingness to be seen and to be accountable. Would definitely recommend Stratagem Financial Services to anyone seeking financial advice.

Jayne M.

5/5

I needed some advice and guidance regarding a personal pension that was ready to mature, I couldn't understand my
final statement and didn't know how to move forward with it,so I decided to get some professional advice.David Shirley explained in detail and clarity all my options and how to get the best financial return on my pension. David was always very swift with responding to my many emails and always made time for face-to-face appointments.I highly recommend Stratagem

Helen N.

5/5

I approached David for some advice regarding what i believed was a number of complicated financial matters. It turned out that his straightforward, honest and extremely knowledgeable approach to my situation completely altered my understanding of everything. He is clearly extremely good at what he does and I genuinely believe he puts everyone’s best interests first. I cannot recommend David highly enough and was I incredibly impressed by his professionalism.

Stephen F.

5/5

I've been to see other 'financial experts' and in my experience, most of them tell you want to hear, and then try and sell you one of their products. I recently went to see David Shirley at Strategem FP. Not only is extremely knowledgable on a wide range of financial planning aspects, he's also very approachable. I told him my ideas on an investment strategy (which would have given him some fee paying work). David listened, then spent quite some time explaining why my strategy was not the optimal one for me, and provided me with an alternative strategy, which was best for me, although didn't provide him with any fees. It's safe to say that he really does act in the clients' best interest. I will more business people operated like David. Highly recommended.

Christian W.

5/5

We approached David for some pension advice and strategic business planning. He was extremely helpful and took his time to explain everything. We’d highly recommend David and stratagem for any financial advice and planning for both business and personal circumstances.
Chris - CW Dentures

Christine H.

5/5

David has been so easy to deal with..took on board our individual circumstances and tailored the advice to those outcomes.. Always a warm friendly welcome and open door and answers emails promptly..
I feel our future financial planning is in a safe pair of hands

Matt H.

5/5

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.

Kathryn O.

5/5

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.