HOW MUCH IS ENOUGH?

Will you have too little, too much or just enough money?

GET YOUR FREE FINANCIAL SNAPSHOT

Click the Chat on WhatsApp button to get started on your free Financial Snapshot.

Free, no obligation chat with Tom or James

What is a Financial Snapshot?

It’s a concise, personalised summary of your pensions, investments, savings, and financial trajectory. Think of it as your financial health check, simple, insightful, and free.

James (Left), Tom (Right)

Pensions and Retirement Planning

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

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.

  • "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

  • "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

  • "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

How To Get The Ball Rolling

Chat to the team to get booked in

Hit the “Chat on WhatsApp” button, click send, and we’ll ask a few brief questions, then arrange a convenient time for your initial, no-obligation fact find meeting with Tom or James.

Get Your Financial Snapshot

In your video meeting, Tom or James will discover your current situation and begin creating your financial snapshot.

Discuss Your Future

You'll receive a schedule of actions that will outline the next steps you could take to put you on track to achieving, maintaining and protecting your desired lifestyle with absolutely no pressure or obligation.

Free, no obligation chat with Tom or James

Planning with James & Tom

James and Tom offer more than advice; they provide a clear track to run on. Their proactive, personalised approach helps you make sense of your finances and feel confident about what comes next.

With the combined insight of a multi-advisor family team, you’ll benefit from consistent support and a broader perspective tailored to your goals, your lifestyle, and your legacy.

Smart planning, powered by smart tech:

Using Strata’s advanced software, they can model life events, financial choices, and future scenarios, so you can make informed decisions with clarity and control.

Your next step? Simple.

Start with a free 15-minute call and start your journey towards your Financial Snapshot…

Will you have too little, too much or just enough money?

Click the Chat button below to make contact with a member of Strata today and start your journey towards your free Financial Snapshot.

Free, no obligation chat with Tom or James

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