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Leaving a legacy

Provide security and opportunities for future generations.

By planning now, you not only secure your family’s future but also leave behind a lasting legacy that reflects your values and aspirations. This foresight brings peace of mind, knowing that your loved ones will be cared for and that your life’s work will continue to benefit those you cherish.

We understand that each family has unique goals. We will work closely with you to create a legacy plan that reflects your aspirations and ensures your loved ones are provided for according to your wishes.

 

We will help you to:

Establish what you want to achieve

Before anything else, we’ll listen and understand the legacy you’d like to leave to your loved ones.

Understand what you have

We’ll analyse your assets to give you a good idea of what you can expect to leave behind, while ensuring you still have enough for now.

Make the most of what you have

We’ll recommend effective changes to your financial arrangements that will help ensure your wealth is best placed for your and your family’s needs.

Picture the future

We’ll use cashflow modelling to help you visualise the future and create a thorough plan that will give you a step-by-step guide to achieving your goals.

Stay on the right track

We’ll work with you as you move towards your goals and help to keep you on track should your needs or circumstances change.

What our clients say

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

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

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