Who We Work With
At Stride, we work with individuals and families who want to feel confident and in control of their financial future.
Whether you're planning for retirement, growing your wealth, navigating life changes, or simply looking for expert guidance, we tailor our advice to meet you where you are—and help you get to where you want to be.
Business Owners
We know how demanding it is to run a business—and how important both business and personal financial planning is. As a director/owner, your needs are typically more complex than an employee.
From start-up to exit, we are here to help you and your business grow. As a trusted partner we will work alongside you to create the financial future you are working for.
Key advice areas:
- Tax efficiency
- Retirement planning
- Exit Strategy & business sales
- Employee benefits
- Insurances
Professionals & Executives
As a successful professional, your time is limited—and your financial life can quickly become complex.
Between advancing your career, managing family commitments, and living life, it’s easy to put personal finances on the back burner.
We help you simplify the big decisions, optimise your wealth, and create a clear path toward the life you’re working hard to build.
Key advice areas:
- Retirement planning
- Workplace pension consolidation
- Protecting your family
- Investing for the future
Self Employed
When you’re self-employed, your personal and business finances are often closely intertwined—and managing both can feel overwhelming.
From irregular income and tax planning, to building long-term financial security, we understand the challenges you face. We work with you to bring clarity and structure to your finances, so you can focus on growing your business and enjoying the freedom that self-employment offers.
Key advice areas:
- Retirement planning
- Tax planning
- Insuring your most valuable asset - (Hint: It's you!)
- Investing for the future
- Protecting your family
- Cashflow planning
Entrepreneurs
As an entrepreneur, your vision drives everything—but the path can be unpredictable. From launching and scaling your business to managing risk and planning an exit, your financial decisions are as dynamic as your ambitions.
We partner with entrepreneurs to provide structure, strategy, and support—helping you build lasting wealth alongside the business you’re passionate about.
- Tax efficiency
- Retirement planning
- Exit Strategy & business Sale
- Employee benefits
- Insurances
- Cashflow planning
