Stratton Wealth Management

Stratton Wealth Management offers financial advice to individuals in the UK, focusing on the South East, Greater Manchester, and Cheshire. The firm utilizes a collaborative approach, allowing clients to access the expertise of the entire team.
  • Mortgage advice
  • Financial planning
  • Retirement planning
  • Investment management
  • Tax mitigation strategies

Size
Small
Phone
0800 970 8984
Email
Available in Endole App
Locations
Imperial Court, 2 Exchange Quay, M5 3EB
08009708984
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Lifetime Group
Lifetime Group is a leading UK wealth advisory firm that focuses on delivering bespoke, long-term financial planning solutions.
Torevell & Partners
Torevell & Partners is a financial advisory firm that helps individuals, trusts, and charities achieve their financial goals through excellent client service and technical expertise.
LCM Family
LCM Family provides independent and well-researched financial advice to families, focusing on tax-efficient management of wealth and corporate interests.
Company Details
Stratton Wealth Management is operated by Stratton Wealth Management Limited and is a Active company incorporated on 10 May 2019 with the registered office located in Hastings, East Sussex. Stratton Wealth Management Limited was registered 6 years ago.

Status
Active
Size
Micro
Directors
3
Age
6 years old
Employees
6
Turnover
Unreported
Total Assets
£168.49K
Cash in Bank
£36.45K
Total Liabilities
-£104.31K

Director • PSC • British • Lives in England • Born in Mar 1985
Director • British • Lives in England • Born in Nov 1986
Director • British • Lives in England • Born in Oct 1985
Teams
All
6
Finance
3
Management
2
Other
2
Head Of Acquisition - Consultant • Joined Jul 2024
Director Of Operations • Joined Dec 2024
Director Of Financial Planning • Joined Apr 2020
Graduate Financial Planner • Joined Jun 2023
Distribution & Marketing • Joined Jan 2020
Graduate Financial Planner • Joined Sep 2020
Director Of Financial Planning • Joined Apr 2020
Graduate Financial Planner • Joined Jun 2023
Graduate Financial Planner • Joined Sep 2020
Director Of Operations • Joined Dec 2024
Director Of Financial Planning • Joined Apr 2020
Head Of Acquisition - Consultant • Joined Jul 2024
Distribution & Marketing • Joined Jan 2020