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Join 180+ Clients Who Trust Strata.
“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.”
RO
Retired Business Owner, Staffordshire
"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
"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
"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