Client journey

We follow a four-step client journey to get to know you, your goals and your circumstances, then create a financial plan that takes you from where you are to where you want to be.

Initial consultation

An initial consultation is free of charge. This helps us to understand your financial objectives, and we will confirm how we can support you in working towards these goals.

We will also discuss the cost, and levels, of our services both initially and throughout our relationship with you.

Research

If you agree to engage with our services, we’ll then move on to the research stage. This process covers the:

  • Gathering of information about your full personal circumstances, including existing financial arrangements and objectives
  • Understanding of your investment knowledge and attitude and tolerance towards investment risk
  • Analysis and recommendation report is produced
  • Arrangement of a second appointment to explain and discuss our recommendations in detail

Implementation

Should you instruct us to proceed with our recommendations, we will act for you in the following ways:

  • Handle all fund and policy administration on your behalf
  • Provide regular updates to keep you informed of progress
  • Ensure all your documents are issued in line with your expectations
  • Provide confirmation of all actions taken on your behalf in writing

Ongoing service

It’s important to review your financial situation regularly. As part of an optional service; we’ll arrange review meetings to ensure everything remains on track, and we’ll cover:

  • Your needs and objectives
  • Changes in your personal circumstances
  • Your attitude to risk and capacity for loss
  • The impact of tax and legislative changes
  • A review of the suitability of your investments
  • Provision of a personal recommendation

What our clients say

The people we help are at the heart of what we do. Here are some of their testimonials.

I knew I needed to begin saving and planning for the future but didn’t know where to start. Stratton helped me to understand my finances and put together a savings plan that is affordable and works for me. I now have and an ISA and a pension, and whilst retirement is many years away, I have the peace of mind that I am saving for my future. I look forward to working with them for many years to come.

Martin Corrigan -

A client since 2016

I have been impressed with the advice and service provided by Stratton Wealth Management and have always found Darius to be approachable, dependable and highly professional in his approach. It is reassuring to be able to have such a high level of confidence and trust when it comes to financial advice.

Russell Jones -

A client since 2018

Many thanks indeed for your in depth report for my client Mrs H – it is most thorough and above all readable. This might sound particularly strange; however you may well gather that in my profession we see many such reports, and I often feel that if the adviser fills it with charts and graphs it evidences a level of research. In truth most of what is produced is readily obtainable from the internet.

I would like to thank you (and your organisation) for your prompt and professional attention to my requirements on behalf of my client. As a practice we shall definitely be putting Stratton Wealth Management on our “preferred supplier list".

Colin Dunstall, Donaldson Dunstall Solicitors -

A client since 2015

I would highly recommend Darius and John. I’ve used a financial adviser previously and could never get in contact with them when I needed their help. Stratton Wealth Management have been excellent from the start. They are always available to talk, and they also don’t talk in financial jargon!

Dave Rigby -

A client since 2015

Having recently transferred my financial management to Stratton Wealth Management, I have been extremely impressed with the highly professional service I have received. I feel I have been fully involved in all decision making, and the company's highly skilled advisers have shown commitment and patience in any dealings I have had with them. I have also always found them to be easily accessible for any discussion I may require.

Denise Thornton -

A client since 2019

As a business owner and father of four children, finances are usually the last thing we think about. Stratton oversees and manages our finances, both in terms of advice for my business and our personal investments. It is comforting to know that our retirement, investment and life insurance planning has been taken care of. Darius and John are always so efficient in dealing with our affairs. As someone with no real understanding of the ins and outs, it has been fantastic to have experts giving us great advice and making sure our best interests are always the top priority.

Lee and Claire Parkinson -

Clients since 2016

Darius deals with my family’s finances and is a very trusted adviser. We meet a number of times a year, but I know I can call him any time if I have any questions. He is proactive, helpful and friendly!

Jonathan Dennis -

A client since 2019

Darius has been our adviser for a number of years, and when he told us he was starting his own firm, we had no hesitation in moving with him. We had a number of areas that we needed help with, including the complexities around an employee share scheme, investments for us and our new child, in addition to our retirement planning. Darius has continually provided us with a first-rate level of service and we would highly recommend Stratton.

Eamon and Holly O’Hara -

Clients since 2017

Contact us

If you’ve got questions or would like to arrange a free initial consultation, please get in touch.

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