Personal and Tax Planning Financial Advice

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Our business has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for nearly 20 years and throughout this period we've developed many good friendships.

The Stratton Group offer personal and tax planning advice on a whole range of financial services including the following:

- Retirement and pension planning
- Investing for capital growth or income
- School fees planning
- Tax planning and mitigation*
- Protection against critical illness
- Income protection
- Inheritance planning
- Long-term care
- Private medical insurance
- Family protection life assurance

*The Financial Services Authority (FSA) does not regulate all of these products and services