Stratagem Financial Planning

Stratagem Financial Planning offers financial advice for individuals, families, and businesses. Based in Cheshire, they provide services on a national level and are a Chartered firm.
  • Investment advice
  • Cashflow modelling
  • Positive investing
  • Business protection
  • Individual pensions
  • Independent financial advice

Size
Small
Phone
01625 839 839
Email
Available in Endole App
Locations
1 Park Ln, SK12 1RD
01625839839
8:30 - 17:00
Digital Popularity
Social Media
Competitors
Prydderch Financial Planning
Prydderch Financial Planning provides financial planning services for businesses and individuals, focusing on protection, pensions, and investments.
Company Details
Stratagem Financial Planning is operated by Stratagem Financial Planning Limited and is a Active company incorporated on 10 July 2018 with the registered office located in Stockport, Cheshire. Stratagem Financial Planning Limited was registered 7 years ago.

Status
Active
Size
Micro
Directors
2
Age
7 years old
Employees
4
Turnover
Unreported
Total Assets
£155.66K
Cash in Bank
£75.7K
Total Liabilities
-£76.96K

Director • British • Lives in England • Born in Dec 1973
Director • PSC • British • Lives in England • Born in Aug 1983
Teams
All
5
Finance
5
Other
1
Independent Financial Adviser • Joined Apr 2018
Director & Chartered Financial Planner • Joined Apr 2018
Finance & Administration Assistant • Joined Mar 2023
IFA • Joined Sep 2018
Chartered Financial Planner • Joined Apr 2021
Director & Chartered Financial Planner • Joined Apr 2018
Finance & Administration Assistant • Joined Mar 2023
Independent Financial Adviser • Joined Apr 2018
IFA • Joined Sep 2018
Chartered Financial Planner • Joined Apr 2021
Director & Financial Planner (Business Owner) • Joined Apr 2019