Tired of “Someday”? Discover Your “Enough” Today.
What if you knew exactly how much money you needed to live your desired life and when you could achieve it? Our Lifestyle Financial Snapshot gives you that clarity.
Feeling Unsure About The Future?
Retirement can often bring unforeseen challenges. Circumstances can change and carefully laid plans can feel like they’ll never become reality...
Worried You'll Outlive Your Money?
You've saved diligently, but the fear of running out, especially with rising costs, keeps you up at night.
Working Longer Than You Need To?
Many people continue working simply because they don't know they've already accumulated "enough" to live their desired life.
Struggling to See the Whole Picture?
Between pensions, investments, and business assets, it's hard to get a clear idea of what it all adds up to or how it funds your life goals.
“We have relied on Strata for financial advice since selling our business and taking early retirement in 2008. Strata has been there with us the whole way – with sound pension planning, tax and investment advice, annual review meetings and ensuring that our future interests are best protected with Trusts, Wills and IPA’s.The information Strata provides for our meetings is always thorough, well prepared and fully explained and we have every confidence in following their recommendations. All minutes of meetings and any instructions agreed quickly follow and are always accurately confirmed. Their use of continually changing software is impressive and adds to the professionalism of the service. Simon has become a good and trusted friend of our family, and I know that he and his family team will continue to provide us with the best possible support and service in the future.”
"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."
“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.”
"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."
"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."
"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."
“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.”
“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.”
How To Get Started
Text with the team to get booked in
Hit the button, fill in the form and we’ll reach out via text to ask a few brief questions then arrange a convenient time for your initial, no-obligation conversation with James or Tom.
Get Your Financial Snapshot
James or Tom will join you on a video meeting. They'll listen to your situation and create your tailored financial model, showing exactly what "enough" looks like.
Discuss Your Future
You'll receive clear, actionable recommendations based on your snapshot. James and Tom will outline potential next steps with absolutely no pressure or obligation.
Family-Run Support
With James and Tom, you get a dedicated family team. Ensuring you get immediate support and diverse perspectives on your financial plan.
Feel Future-Proofed
We model your financial future, providing clear, actionable recommendations to help you live your desired life.
Enjoy Your Wealth
James and Tom guide you to define "how much is enough" so you can enjoy your wealth without guilt or fear.
Meet Tom & James
James and Tom bring a fresh, proactive approach to financial planning. They are dedicated to helping you gain clarity and confidence in your financial future, just like they have for countless other clients.
Benefit from the collective knowledge and consistent support of a multi-advisor team
Tom and James excel at crafting financial roadmaps that ensure your wealth supports your desired lifestyle.
With Strata's advanced software, they can simulate life events and scenarios, empowering you to make informed decisions
Ready to Discover Your "Enough"?
Stop wondering. Start knowing. Book your free Lifestyle Financial Snapshot today and discover the confidence to live the life you truly desire.
"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."