alastairstrattonfm

Alastair Stratton

BA (Hons), DipPFS, DipLaw, DipLP

I am a financial services professional with 25 years experience, including significant previous roles in advisory in the UK equity capital markets. I utilise my passion for problem solving and driving growth to help private clients, business owners, individuals and their families plan to achieve their financial objectives and to protect themselves against risk. 

About

Alastair Stratton Financial Management provides wealth management and risk solutions to private clients, business owners, individuals and their families; building bespoke and structured financial strategies to help them minimise tax, maximise wealth and protect against risk.

I work hard to deliver value and build trusted relationships with our clients based on professionalism and integrity. As well as my own expertise, I have access to over one hundred St. James's Place in-house experts to give my clients access to the breadth of skills and knowledge required to implement tailored advice across a wide range of disciplines.

I cover all aspects of wealth management, including investment planning, tax advice, retirement planning and inheritance tax/estate planning. I also provide assistance to clients with their protection needs, including income protection, critical illness, life assurance and private medical cover. 

Additionally, I help business owners with their requirements, including employee benefits, business and shareholder protection, group pension schemes and auto enrolment. 

At Alastair Stratton Financial Management we are proactive in engaging with our clients regularly to review their personal and financial circumstances and to make sure that our advice remains appropriate and on track. Meetings can be held at our offices, client’s homes or place of work, or virtually. 

I am always happy to work with clients who are committed to growing and protecting their wealth and protecting themselves against risk, through long term strategic thinking. 

The value of a pension with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. 

Auto-enrolment products are not regulated by the Financial Conduct Authority. 

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 11/11/2024

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.