It is the gold standard for financial planning firms and represents the hard work and commitment of our whole team. Chartered status demonstrates a professional commitment to raising standards in the financial planning industry. 

For our clients, it demonstrates Stratagem Financial Planning is committed to maintaining standards of excellence in qualifications, ethics, business practices, and professional development. It means clients can rest assured that they’ll receive the highest level of service when they work with us. 

Putting clients’ needs first, helping them to reach their goals, and working to deliver appropriate and tailored financial plans has always been at the centre of our business. Our Chartered status is an extension of this and illustrates these principles will remain at the core of our operations.  

We also hope that these long-term commitments will give clients the confidence to refer us to family, friends, and colleagues if they know someone who could benefit from our services. 

We also hope that these long-term commitments will give clients the confidence to refer us to family, friends, and colleagues if they know someone who could benefit from our services. 

Learn more here: https://stratagemfp.co.uk/