About Us

For more than two decades our friendly, independent, family firm has been helping clients visualise, plan and achieve their desired lifestyle.

To us, money is not an end in itself, but rather a means to empower. It's that first step towards funding children's education, creating a legacy for future generations, or embarking on the adventure of a lifetime. It's the subtle sense of security and comfort that comes from knowing you have the freedom to make choices that enrich your life and positively impact those around you.

We take great pride in our journey so far, yet our focus remains resolutely on the future. Our clients tomorrow is what truly matters to us. With an unwavering commitment, Strata is dedicated to helping clients realise their aspirations each and every day. These aspirations serve as the compass that guides us, the fuel that propels us, and the inspiration that drives us forward, all on our clients behalf.  

While we may be independent financial advisers, it is not money that ignites our passion; rather, it's the transformative power of money itself. We understand that behind every pound is a dream waiting to be realised. It's the joy of helping our clients see what may seem impossible become attainable. 

As a progressive and forward-thinking firm, we not only keep pace with market trends and industry developments but also anticipate the needs of our clients and adapt to an ever-changing landscape. By staying at the forefront of innovation and harnessing the latest technologies, we ensure clients receive the most comprehensive and relevant whole of market, best advice.

Our measure of success lies not in the accumulation of wealth, but in the tangible impact we enable clients to make. As we move confidently into the future, our dedication to our clients tomorrow remains unwavering. Trust us to guide you on this exciting journey, as together, we turn dreams into reality. 

Just some of the problems or questions clients have brought to Strata…

Pensions and Retirement Planning

I have pensions but no planned investment or income strategy - when can I afford to retire and still have a good standard of living?

Lifelong Cashflow Forecasting

I would like to have a financial plan to achieve and maintain my lifestyle without fear of running out of money, even if I live to a great age.

Tax-Efficient Commercial Property Purchase

I would like to buy premises for my business to trade from and protect them from threats in a very tax-efficient environment.

Adviser Takeover

I am dissatisfied with the service from my current financial adviser firm since they have been taken over - Can you really make it easy to switch to Strata?

Inheritance Tax Planning

I need help with an effective estate planning strategy, one that enables me to pass on my wealth to the people I care about and minimise the amount of tax I pay.

Business Consultancy

I would like to make certain I've taken all the right measures to achieve my business goals and to protect my business.

Investment and Wealth Management

I need help forecasting my long-term needs, I want to protect and grow my assets and make sure I can pass on my remaining wealth to my family.

Wills and Family Trusts

As part of my estate planning strategy, I need help with wills and family trusts. I want to make sure I have everything in order should the worst happen.

Protection

I want to have peace of mind by having some financial security in place for my family and loved ones if something happens to me.

  • "It is a pleasure to write this testimonial for Strata. Simon Cook has guided us through our financial journey for over 20 years. His sons are now also helping us with this journey. It is very reassuring to have someone who can keep their eye on the ball whilst we work and, in our chaotic lives, guide us with financial decisions. Strata also replies efficiently and with sage advice. We feel completely confident with all the decisions they have helped us make. Whilst feeling the company is highly professional, they know us as a family, our lives, our children and our aspirations. They have been instrumental in planning for our future. We cannot recommend them highly enough."

    S & A, Consultant Surgeon Practice, Lancashire

  • “The speed and quality of service and attention have always been excellent. From the question being asked to the action being taken is remarkably speedy. We are confident we can live out our lives without financial worries.”

    R & R, Retired Professionals, West Midlands

  • "Strata has the knowledge and expertise to manage & grow our investments in a way we could never have had. Each step of the way is well explained - as many times as we need! - to ensure we understand & are comfortable with the process at the same time being realistic with potential outcomes. As a result we feel privileged to have been able to maintain our desired lifestyle."

    B & J, Retired Business Owners, Worcestershire

  • "Strata have sorted out my finances and lifestyle planning in a professional and uncomplicated manner that is easy (even for me) to understand and control. They have sorted out plans for my savings, pension, investments, insurances and peace of mind for myself and my family. Can't speak highly enough of the quality of the service that Strata have provided from our very first meeting - fantastic. They have always been friendly, helpful, efficient and trustworthy in all my dealings with them."

    NC, Business Owner, Chartered Building Surveyor, London

  • "We have worked with Strata for a few years following a recommendation from a friend. They have helped us a lot with both the return on our investments and our long term financial planning. The speed, quality of service and attention they provide is excellent. They always reply to any queries the same day, we have regular annual face to face meetings and they are available on the phone or email at any time. Their professionalism, friendliness and knowledge is first class. They are always personable, punctual and very responsive."

    DM, Senior Vice President, Global Food Company, Staffordshire

  • “If all you’re looking for in an IFA is someone to invest funds on your behalf, then there are many such service providers out there who can undoubtedly help. However, if you prefer a company that works closely with you to really understand your lifestyle choices and to help you realise your plans, ambitions and life goals, then choose Strata above all others. Strata goes much further beyond financial planning to really understand our long term goals and to help us achieve them. Their speed or response to questions, quality of service and attention provided are simply impeccable! They are a very professional organisation. We feel totally at ease and safe in the knowledge they are looking after our needs every hour of the day.”

    MM, Retired Business Owner, Worcestershire

  • “We have been with Strata since 2001. We are always amazed to see the speed at which we get a response to any query that we have had and this has included weekends and holidays, confirming their dedication. We feel that over the years they've got to know us well and, besides providing help with financial planning, they're able to discuss lifestyle changes with us, based on their vast experience of dealing with a variety of different clients, in different professions and at various stages of their lives.”

    CL, Consultant Surgeon, Lancashire

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