Videos

Watch our videos for free and learn more about key financial topics.

We believe that we should all work hard to improve our financial knowledge.

So, we’ve partnered with Money Alive to bring you free access to their interactive, impartial, educational videos covering key financial topics.

Each topic is explained by a ‘box-set’ of videos comprising several short episodes. So, grab a cuppa, scroll down, select the ‘box-set’ you want to watch and start learning!

Final Salary

This comprehensive box-set covers the benefits of staying in a defined benefit/final salary pension scheme and explores the implications of transferring out. It includes information on tax, risks, death, as well as other topics and case studies too.

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Drawdown Review

This box set is aimed at people who have withdrawn money from their pension via Drawdown. It covers all the key considerations you need to think about including how your money is invested and how much you should be withdrawing each year.

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Pension Freedoms

Pension Freedoms were introduced in 2015 and revolutionised how you can take money from your pension. This box-set gives a brief summary of the changes followed by more details information about the options available to you when you come to retire.

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Flexible Income

If you’re thinking of using Drawdown to withdraw money from your pension this box-set is for you. It covers everything you need to know about the options available to you, the flexibility Drawdown offers as well as the risks and tax implications.

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Guaranteed Income

Using an Annuity to convert your pension into an income is still the right option for many people despite the introduction of Pension Freedoms. This box-set covers everything you need to know about buying an Annuity.

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Understanding Long Term Care

Many of us will need care in old age. However, the system is extremely complex and hard to navigate. This box-set provides you with invaluable information to help you understand more about the processes, funding and the options available to you.

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Business Protection

If you own a business, it’s important to ensure it can continue if you are ill or die while you are still in charge. This box-set explains the implications for you, your business partners and family of not having protection in place, as well as the options available to you.

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Lasting Power of Attorney

Once you’ve lost mental capacity it's too late to set up a Power Of Attorney. Setting up a Power of Attorney now means your loved ones will be able to make key decisions on your behalf if you’re not able to do so in the future.

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Wills

Millions of people don’t have a will. If you’re one of them it means the State, not you, will decide what happens to your assets and dependent children when you die. This box-set explains the importance of making and reviewing a will as well as some of the key considerations when drawing one up.

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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

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