Strata Financial

Our Team

Our knowledgeable and experienced advisers deliver a first-class service across a wide spectrum of client needs - pension reviews and retirement planning, investments, wills and family trusts, insurance, financial life planning and tax planning

Our clients have access to our Finance Portal for valuations, secure communications, document storage and investment data.

Simon Cook, Independent Financial Adviser

Simon Cook
Managing Director, Independent Financial Adviser


T: 0333 939 8795

Email: Simon.Cook@strataifa.co.uk


Simon has held positions within Midland Bank, Avco Trust, Sun Alliance and Abbey Life all financial services firms, before becoming an Independent Financial Adviser and Financial Planner. This background has enabled him to enhance his communication skills and advise clients at all levels. All Simon's clients are business owners, members of the professions or successful private individuals.




James Cook, Independent Financial Adviser

James Cook
DipFA, Lifestyle Financial Planner & Independent Financial Adviser


T: 0333 939 8795

Email: james@strataifa.co.uk


James is a Member of The London Institute of Banking & Finance, the professional body advancing the banking and financial services industry by providing outstanding education and thinking, tailored to the needs of businesses, individuals, and society.




Alex Cook, Independent Financial Adviser

Alex Cook
DipFA, Practice Manager & Financial Planner


T: 0333 939 8795

Email: Alex.Cook@strataifa.co.uk


Alex is a Member of The London Institute of Banking & Finance, the professional body advancing the banking and financial services industry by providing outstanding education and thinking, tailored to the needs of businesses, individuals, and society.




Tom Cook, Independent Financial Adviser

Tom Cook
Trainee Financial Planner


T: 0333 939 8795

Email: Tom.Cook@strataifa.co.uk


Tom is a Member of The London Institute of Banking & Finance, the professional body advancing the banking and financial services industry by providing outstanding education and thinking, tailored to the needs of businesses, individuals, and society.




Sara Winyard

Sara Winyard
Administrator


T: 0333 939 8795

Email: Sara@strataifa.co.uk