Stratos Reaffirms Independence and Continuity Following Rebrand from PD Tax

Following our recent rebrand from PD Tax to Stratos, we have received a number of questions from clients, contacts and the wider market about what the change means. One question has come up more than once:

Has the business been acquired or “sold out” to private equity?

We want to be clear. Stratos remains fully independent. The rebrand does not represent a sale, acquisition, private equity investment or change in ownership. It marks a natural step in the firm’s ongoing growth and evolution, reflecting our strategic direction and continued commitment to delivering proactive, thoughtful tax advice that goes beyond compliance.

“Clients and contacts have quite rightly asked what sits behind the change,” said Paul Davison, Managing Director at Stratos. “The answer is simple. We’re still here. The same team, ownership and leadership remain in place, and so do the relationships we’ve built with our clients. This is not a change in who we are. It is a clearer expression of where we are going.”

Continuity for clients

While the name and brand have changed, the fundamentals of the business remain firmly in place. Ownership, management, services and client relationships are unchanged. Clients can expect the same partner-led approach, tailored advice and long-term thinking that have always defined the firm. The move to Stratos reflects our desire to better represent our position as a strategic adviser to ambitious clients, as well as the continued growth of the firm. The new identity provides a stronger platform for the future while staying true to the values and ethos on which the business was built.

“This is an evolution, not a replacement,” added Paul Davison. “We have grown as a firm, and our new identity reflects that progress. Our independence, our approach and our commitment to delivering highly personalised advice remain exactly the same.”

Stratos sees this as a significant milestone in the firm’s journey, one that reinforces its independence and strengthens its ability to support clients with clarity, insight and confidence.

What has changed?

The name, brand and positioning have evolved to better reflect the firm we are today and the direction we are heading in. Stratos better represents our focus on strategic tax advisory, long-term thinking and proactive support for clients.

What has not changed?

The core of the business remains the same. The same team continues to support clients. The same ownership and management remain in place. The same services continue to be delivered. The same personalised, thoughtful and partner-led approach remains at the heart of the firm.

Speak to the same trusted team

Our name has changed, but our team, ownership and approach remain the same. Whether you knew us as PD Tax or are discovering Stratos for the first time, our focus remains unchanged: providing thoughtful, personalised tax advice built around long-term relationships. If you have any questions about the move to Stratos, or would like to discuss how we can support you with proactive, strategic tax advice, we would be pleased to speak with you. Contact the Stratos team

FAQs

Has PD Tax been acquired?

No. PD Tax has not been acquired. The firm has rebranded as Stratos, but ownership, management and client relationships remain unchanged.

Is Stratos owned by private equity?

No. Stratos is not private equity owned or backed. The firm remains fully independent.

Why did PD Tax change its name to Stratos?

The move to Stratos reflects the continued growth, evolution and strategic direction of the firm. The new identity better represents its role as a strategic tax advisory firm delivering proactive, thoughtful advice that goes beyond compliance.

Has the team changed?

No. The same team remains in place. Clients will continue to work with the same people and receive the same personalised, partner-led service.

Have Stratos’ services changed?

No. The services remain unchanged. The rebrand is an enhancement of the firm’s identity and positioning, not a replacement of the original service.

What does the rebrand mean for existing clients?

For existing clients, the fundamentals remain the same. Ownership, management, services and client relationships are unchanged. Clients can expect the same high-quality, personalised advice and long-term support.

Is this a sale or a sellout?

No. The rebrand is a natural evolution of the business, not a sale or sellout. Stratos remains independent and committed to the values on which the firm was built.