Stratagem Financial Planning

Company Name:

Stratagem Financial Planning


1 Park Lane,
SK12 1RD

Email Address:

Phone Number:




Stratagem provide independent financial advice for individuals, families, and businesses. Based throughout the Northwest with a national reach, they help people get more from their money – and their lives.

They take a personal approach to financial planning, where nothing is “off the shelf”. Their independent experts will advise you on how to truly get the best from your finances – from investment advice, business protection to individual and specialist director pensions, they tailor their approach and keep your ambitions at the heart of it all.

Who they work with:

  • Families and people building their own wealth
  • Those preparing for retirement and already retired
  • Investors & trustee investments
  • Business owners and their employees; insuring Key people within the business, employee protection and pension solutions, and profit extraction strategies.
  • Those looking for specialist pensions to buy property or use alongside their business
  • Professional connections such as other financial professionals, solicitors, and accountants

For further information, please contact Paul or take a look at their website