We are Stratagem Financial Planning: a Chartered independent financial advisory firm based in Poynton, Cheshire.
Stratagem Financial Planning is a Chartered independent financial advisory firm committed to providing comprehensive financial solutions. Based in Poynton, Cheshire, Stratagem Financial Planning serves clients throughout the UK, offering expert advice tailored to personal, corporate, and owner-managed business needs, including entrepreneurs.
Stratagem Financial Planning specializes in a broad spectrum of financial services, including pension property purchase, business exit planning, pensions, and business planning. As a digital and tech-savvy firm, they provide cutting-edge advice in areas such as entrepreneur planning, lifetime cashflow planning, investments, SSAS & Entrepreneurs pension planning, and personal & company tax planning. Their services also extend to financial planning, key person specialist advice, and support for owner-managed businesses.
Located at 1 Park Lane, Poynton, England SK12 1RD, Stratagem Financial Planning is dedicated to delivering exceptional financial guidance and strategic planning. We invite the manager of Stratagem Financial Planning to create a customized and exclusive company showcase and product listing on our platform to further enhance their reach and engagement.
Stratagem Financial Planning est une société de conseil financier indépendante agréée, engagée à fournir des solutions financières complètes. Basée à Poynton, dans le Cheshire, Stratagem Financial Planning sert des clients dans tout le Royaume-Uni, offrant des conseils d'experts adaptés aux besoins personnels, aux entreprises et aux entreprises gérées par leurs propriétaires, y compris les entrepreneurs.
Stratagem Financial Planning est spécialisée dans un large éventail de services financiers, notamment l'achat de biens immobiliers avec des pensions, la planification de la sortie d'entreprise, les pensions et la planification d'entreprise. En tant que cabinet numérique et féru de technologie, ils fournissent des conseils de pointe dans des domaines tels que la planification entrepreneuriale, la planification des flux de trésorerie à vie, les investissements, la planification des pensions SSAS et des entrepreneurs, ainsi que la planification fiscale personnelle et d'entreprise. Leurs services s'étendent également à la planification financière, aux conseils spécialisés aux personnes clés et au soutien aux entreprises gérées par leurs propriétaires.
Situé au 1 Park Lane, Poynton, Angleterre SK12 1RD, Stratagem Financial Planning se consacre à fournir des conseils financiers exceptionnels et une planification stratégique. Nous invitons le responsable de Stratagem Financial Planning à créer une présentation d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore leur portée et leur engagement.
Compare Stratagem Financial Planning with 3 companies in Financial-Services
| Comparison Field |
Stratagem Financial Plann...Main Company |
LHK Finance OneView Profile |
MGM Financial Servic...View Profile |
Wilcox Day Wealth Ma...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2011 | ||
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Company Size
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— | 51-200 | 2-10 | 2-10 |
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City
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Poynton, England | Dublin , County Dublin | Fleet, Hampshire | |
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Country
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United Kingdom | |||
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Skills & Keywords
Comparing with main company
|
21 Total Skills
Financial Planning
Independent Financial Advice
Pension Planning
Business Planning
Investment Advice
Tax Planning
Chartered Financial Planner
Pension Property Purchase
Business exit planning
Pensions
Digital & Tech firm adviser
Entrepreneur Planning
Independent Financial Adviser
Lifetime Cashflow Planning
Chartered Status Firm
Investments
SSAS & Entrepreneurs Pension planning
Personal & Company Tax Planning
Key Person specialist
Adviser to owner managed businesses
CII Chartered
|
7 Total
7 Unique
Unique Skills:
Commercial Insurance
Liability Insurance
Mortgages
Personal Insurance
Professional Indemnity Insurance
Property / Property Owners Insurance
+1
|
3 Total
3 Unique
Unique Skills:
Business Protection
Family Protection
Savings
|
18 Total
2 Common
16 Unique
Match
10%
Common Skills:
Investment Advice
Pension Planning
Unique Skills:
Business Protection
Contractors
Employee benefits
Financial Advice
Financial Education
Financial Wellbeing
+10
|
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