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The Stratton Group, Gloucester

PUBLISHED: 10:37 19 November 2010 | UPDATED: 17:48 20 February 2013

The Stratton Group, Gloucester

The Stratton Group, Gloucester

The Stratton Group will show you how to reduce all personal taxes going forward.

The Stratton Group,

The Dutch Barn Unit 25,

The Steadings Business Centre,




Tel: 01452 311637


Describe your business:

The Stratton Group comprises a group of businesses that offer specialist expertise in all areas of taxation, investment and trust planning. The two main companies are Stratton Annettes Limited a totally independent and whole of market financial planning firm that offers entirely fee based financial planning solutions and Stratton House Limited which provides unique tax and trust planning solutions.

Who are your customers?

Our customers are individuals, families and business owners aged typically 45+ who come to us for advice on how to manage their investments. We also through the use of Trust planning protect their wealth from attack from local authorities, from divorce/remarriage claims and inheritance tax liabilities.

What inspires you?

To help each and every one of our clients achieve their financial and personal goals through innovative solutions in tax, investment and trust planning.

What sets you apart from your competitors?

We are an independent whole of market solely fee based financial planning service. Our clients trust our wealth of knowledge, wisdom and expertise in estate, tax and investment planning, knowing that we are constantly monitoring economic, political and fiscal changes that may affect their financial affairs.

What has been your greatest business challenge?

Our greatest business challenge has been to manage the Group and our clients through the unique and once in a generation challenging times of the banking crisis and huge uncertainty and subsequent recession. We have managed throughout to keep our clients motivated and fully informed. We pride ourselves on a totally customer driven process and service and this has been invaluable during this period.

What keeps you motivated?

No two days are the same at The Stratton Group, it can be both challenging and rewarding. Dealing with clients on a daily basis and helping them achieve their goals gives an enormous sense of achievement. The long term relationships we build and foster makes running these businesses so worth while.

What are your plans for the next 12 months?

To continue to deliver our award-winning service and provide first class advice. We will be running Free public education seminars at:

Thistle Hotel, Cheltenham 23rd September 2010

Stonehouse Court Hotel, 5th October 2010

Calcot Manor, Tetbury, 21st October 2010


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