Stratagem Financial Planning Financial Service in Stockport, Cheshire

Reviews

1. Ian Arthur ★★★★★

   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.

   1 year ago
2. Helen Nichol ★★★★★

   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.

   almost 2 years ago
3. Jayne Macfarlane ★★★★★

   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

   almost 2 years ago

1. Stephen Flacke ★★★★★

   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.

   almost 2 years ago
2. Kathryn Oakes ★★★★★

   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.

   almost 4 years ago
3. Matt Hull ★★★★★

   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.

   almost 4 years ago

1. Anthony King ★★★★★

   Have been with Stratagem since they were formed and with Gareth Rose for many years. I have always found them very helpful and professional in all my dealings with them. Good advice always given and always available when needed.

   almost 4 years ago
2. Troy Tempest ★★★★★

   I have dealt with Gareth Rose, on a personal investment basis for many years. Over that time Gareth has always been professional in his approach and very knowledgeable. I would recommend Gareth to anyone seeking good, impartial and expert financial advice.

   almost 4 years ago
3. David Jones ★★★★★

   David Shirley and his colleagues are friendly, approachable and always up-to-date with current legislation and financial trends. Their approach is thorough- they always ensure that they obtain full information about my circumstances, needs and financial ambitions . This, together with their superb market knowledge, enables them to come up with the right solution for my situation every time.

   almost 4 years ago

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