Wigan Borough Business Awards

SATURDAY 28TH SEPTEMBER 2024, DW STADIUM, WIGAN

Stratagem Financial Planning

Company Name:

Stratagem Financial Planning

Address:

1 Park Lane,
Poynton,
SK12 1RD

Email Address:

enquiries@stratagemfp.co.uk

Phone Number:

01625839839

Sector:

Financial and Life Insurance Planning

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

Spotlight On Stratagem

Spotlight On Stratagem Financial Planning We’re thrilled to announce Stratagem Financial Planning has achieved Chartered status! It is the gold standard for financial planning firms

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