Strata Financial


Investment planning expertise

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. As well as our annual review, our quarterly updates where our portfolio is rebalanced alongside access to Strata's Portal is very reassuring. We are secure in the knowledge that any questions/query we have will be addressed & resolved promptly in a manner that best fits our needs. Strata's professionalism, friendliness & knowledge is reflected in the fact we have no hesitation in highly recommending their services.

B&J, Retired Business Owners, Worcestershire

Valuable peace of mind

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 & trustworthy in all my dealings with them.

NC, Business Owner, Chartered Building Surveyor, London

Our financial worries taken care of!

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

Return on our investments

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