Stratton Wealth Management

Stratton Wealth Management is a financial advisory firm based in Manchester. The firm is governed by a Board of Directors consisting of three members. Its Financial Planning Team comprises seven members, supported by four Financial Administrators. Darius Jalali serves as Managing Director and Chartered Financial Planner. John Blackburn is Director of Financial Planning and Chartered Financial Planner, while Holly O’Hara is Director of Operations.

The team includes Chartered Financial Planners Kapil Malhotra, and Financial Planners Jeremy Over, Graham Peters, Geoff Fillery, and Matthew Jones. Ellie McWalter and Oliver Medhurst are Paraplanners. Isabella Muller is a Senior Financial Administrator, and Oscar Robertson, Rachael Irungu, and Marcus Dawkins are Financial Administrators. Services provided include financial planning, managing capital, planning, and legacy coordination.

Pension and wider financial planning work is what brings clients to this Manchester firm, according to the accounts left by those it has advised. Various customers describe the handling of their financial affairs as excellent, and a detail many reviews return to is the professionalism with which that work is carried out, paired with a manner that clients find friendly rather than formal.

One named adviser, Darius, is credited specifically with setting up a pension, and the communication around that process is singled out for praise, both in the run-up and in the follow-up. Reliability runs through the feedback, with clients describing a service they felt able to trust with their long-term arrangements. The combination of technical help on pensions and a straightforward, approachable style is what reviewers return to most, and the consistency of that experience across the accounts is striking.

Where one client speaks of Stratton looking after the whole of their financial affairs, others focus on a single piece of work but describe the same care in explaining options and keeping in touch. That steady, professional assistance across pensions and general financial matters is the thread linking the accounts, and it is the adviser-client relationship, rather than any single transaction, that customers highlight when describing their dealings with the practice.