Strata Financial Limited

About Us – Strata Financial Limited

For nearly 25 years, our friendly, independent, family firm has been designing and implementing financial plans to help clients achieve and maintain financial independence and transfer wealth tax efficiently throughout life and beyond. We use the latest technology combined with our years of knowledge and experience to deliver comprehensive advice in plain language.

Strata was started in 2000 by Simon & Sara. As a Family Firm, we now have 2 generations of the family working together. We have Simon (Director & Financial Planner), Sara (Company Secretary), James (Chartered Financial Adviser), Tom (Financial Planner), Alex (Practice Manager), Janice (Estate Planning Administrator) and Isabel (Financial Planning Administrator).

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.

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.

To us, money is not an end in itself but rather a means to empower. It's that first step towards funding your 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 client's behalf.

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.

We use sophisticated computer modelling to simulate clients’ financial futures, and we provide clear and actionable recommendations.

Need help planning your lifestyle, retirement or estate?
With our one-to-one coaching, guidance and mentoring, Strata can help you crystallise your thoughts, plans and ideas.