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The Confidential Discovery Process (PDF)
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The Wealth Management Process (PDF)
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Click here to download our corporate brochure in PDF format. |
Independent Financial Advisers Gloucester
We are Independent Financial Advisers in Gloucester. Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professional independent financial advice from people you can trust.
Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or contact us for further information on 01452 311637.
We work in partnership with our clients, and other professional advisers such as Solicitors and Accountants, to meet their financial aspirations and we recognise the importance of providing long-term on-going assistance and guidance.
The group comprises two distinctly separate businesses, namely Stratton Annette's Limited, which provides totally fee based independent and whole of market financial advice and Stratton House Limited, which provides Wills, Trusts, Powers of Attorney and Tax Planning Advice.
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Stratton Annette's Limited is regulated by the Financial Services Authority (FSA)) though Financial Ltd and we are happy to work within a regulated environment which prioritises the interest of consumers.
The Stratton Group has responded to the FSA initiative, Treating Customers Fairly and has set out what clients can expect as part of our advice process.







