About Us

Inspired by your journey, and where you’ll go next

Welcome to Stratagem Wealth

At Stratagem Wealth, we believe stability and security are key in life. Your financial planning, whether personal or business, should be in the hands of those who value accuracy, patience and plain speaking. You may be at a crossroads in your life, or at the beginning of an entrepreneurial journey – that high-quality service must remain the same.

David and Paul, our founders, wanted a better standard of finance support. With their combined experience of 34 years, and the ever-expanding expertise of our team, we are delivering it for companies and individuals from our base in Poynton, Cheshire. Access to Chartered financial expertise is a big part of why we’re so valued in our community, and the other clients that we help throughout the UK.

We’re used to sitting down with clients and talking through their options. But, equally, we’re at home with technology, underpinning the reasons behind our advice. Stratagem Wealth take into account the personal and the practical for a holistic approach to financial planning.

From key person insurance to pension planning, this never wavers. The longer we assist you, the better we can help your achievements flourish. It’s a relationship worth learning about…

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We’re a hands-on firm, so we love to hear from anyone who is thinking of seeking professional help.

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Our Technology

Every client benefits from our analytical tools. We can profile risk, assess your portfolio, and use this data to create a cash flow forecast that maps out your wealth over time. We regularly run your portfolio into various market models, before compiling reports so you maintain full visibility over your finances. For example, our Money Alive portal uses short innovative videos to educate you if you are considering giving up valuable final salary pension benefits for a cash lump sum.

Switch onto our technical abilities…

What is cash flow modelling? Click here to find out more…

Why does Chartered matter?

It’s a question we hear a lot. We’re proud to have Chartered IFAs in the Stratagem Wealth team, with the knowledge and experience to ensure you receive the very best advice when it comes to your finances. But what does this mean in practice? It matters more than you might think…

Get an introduction to Chartered IFAs.

Meet Our Advisers

Meet David Shirley
Chartered Financial Planner

David is a Chartered Financial Planner who takes pride in offering clear, concise and transparent advice. Specialising in pensions, David works closely with clients to help them achieve their financial goals and secure their income through smart forward planning.

Introducing Paul Lindfield
Advisor

Paul has been advising owner-managed businesses and entrepreneurs for over twenty years. He brings this corporate expertise to Stratagem Wealth, helping business owners protect and grow their venture and lifestyle through personable, comprehensive finance advice. Paul is also working towards his Chartered status. Click here to see Paul’s vouched for reviews

Testimonials