Where are meetings held?
We would typically meet at our offices, or at your home. Sometimes clients prefer to arrange meetings over the phone, or via video conference. We will work around whatever is most convenient to you.
Do you have parking?
We have parking at our Manchester office only.
Do I have to pay for an initial meeting?
There is no cost for the initial meeting, or any obligation to proceed following this meeting.
What do I need to bring to an initial meeting?
You don’t need to bring anything to the first meeting. This is more of an informal discussion about your requirements, and how we may be able to help.
Do I have to sign up to your services at an initial meeting?
We will never accept your instruction during the first meeting. Instead, we will leave you with our terms of business so you can think about what we discussed in the meeting and whether you would like to instruct us. There is never any obligation to proceed either during or after this initial meeting.
How can I book an initial meeting?
Feel free to fill out a contact form, call or email us and we will arrange an initial meeting at a time and day convenient to you. All our contact details can be found here.
Are you independent?
We are. Being independent, we aren’t tied to any particular product or provider; we can therefore recommend financial solutions that are completely tailored to your individual needs and objectives.
Are you regulated?
We are directly regulated by the FCA. You can find our entry on the FCA register here.
Can you advise on Final Salary/Defined Benefit transfers?
We are Pension Transfer Specialists and have significant experience giving this type of advice, however, like most firms, we are currently outsourcing this work to a reputable specialist. Please feel free to give us a call to discuss this arrangement.
What happens if my Financial Adviser is away on holiday?
We work collectively for all our clients, so there will also be a financial adviser available to discuss your affairs.
Do you take a percentage or are your fees fixed?
We typically charge a fixed reporting fee for the initial work, and any subsequent implemented recommendations are charged on a percentage basis. This is always agreed in advance, and there is never any obligation to proceed with our recommendations.
Can you look after me on an ongoing basis?
Absolutely. The vast majority of our clients take up our optional ongoing service proposition.
Can I cancel the ongoing service proposition or is there a tie in period?
There will never be a tie-in period, and you can cancel at any time without charge.
Do you get commission?
We only receive commission on insurance work.
Do you charge VAT?
We don’t charge VAT.
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
If you’ve got questions or would like to arrange a free initial consultation, please get in touch.