Stratagem Financial Planning - Stockport

Stratagem Financial Planning

Stratagem Financial Planning is a reputable financial consultancy and planning company located at 1 Park Ln, Poynton, Cheshire, Stockport SK12 1RD, United Kingdom. They specialize in providing professional financial advice and planning services to their clients.

Specialties: Financial consultant, Financial planner.

Some additional points of interest at Stratagem Financial Planning include a wheelchair-accessible car park, a wheelchair-accessible toilet, and a toilet. Appointments are recommended prior to visiting.

With a strong presence on the high street, Stratagem Financial Planning has built a positive reputation and has a total of 16 reviews on Google My Business, boasting a 5/5 average rating.

Customers often praise the company's professional and friendly approach, as well as the clarity of their investment options. Staff are also highly regarded for their professionalism, and the company is seen as willing and able to engage with their clients.

👍 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

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.

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

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.