Join us: Financial Planners
We’re dedicated to embracing technology and providing comprehensive support for financial planners, enabling them to focus on what matters the most – time with their clients. Our commitment is to create a supportive environment where planners can thrive, backed by the resources and expertise needed to deliver exceptional client outcomes.
We’re on an exciting journey of growth across the UK, and we hope you’d like to join us.
What our financial planners say
A word from some of those who’ve recently joined us
At Stratton, everything is very professional and well thought through. The support team is made up of some very smart people that make it easier to do my job. I really can’t think of a reason why an adviser would not want to join after looking under the bonnet – Stratton is streets ahead. They provide the comprehensive support that allows me to do a better job than I was able to before
Jeremy Over, Financial Planner
I’d been considering my options for quite some time, but neither joining a network nor going DA appealed to me. With Stratton I can continue to do the part I love the most – spending time with my clients – while the team will do the necessary admin, accurately and in a timely manner
Mark Taylor, Financial Planner
After 12 years at my previous firm, I started to look for a new firm that truly understood the importance of supporting my needs as an adviser and those of my clients. Stratton offered exactly that. Their qualified support team handles the heavy lifting, which means I can focus on building strong relationships with my clients and growing my business. It’s a setup that works brilliantly for me.
Geoff Fillery, Financial Planner