Geoff Fillery, Financial Planner, - since
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.
Mark Taylor, Financial Planner, - since
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
Jeremy Over, Financial Planner, - since
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
Colin Dunstall, Donaldson Dunstall Solicitors, East Sussex - since 2015
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".
Russell Jones, - since 2018
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.
Martin Corrigan, - since 2016
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.
Jonathan Dennis, Nottingham - since 2019
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!
Lee and Claire Parkinson, Mansfield - since 2016
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.