Posts by Stratagem

The key Autumn Budget takeaways business owners should be aware of

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3 simple questions that may help you update your life goals for 2025

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The perils of chasing stock market “winners”

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7 incredible events you can look forward to in 2025

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Investment market update: November 2024

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Financial fears could be holding back millions of retirement dreams

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Investment market update: October 2024

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Proposed tax changes could lead to your private school bill jumping 20%

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The pensions basics you need to know as a self-employed worker

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5 smart reasons why retirement planning should start in your 30s and 40s

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4 valuable ways lifetime cashflow forecasting could give you financial confidence

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2 key Budget announcements that may affect your financial plan

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Stratagem Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Stratagem Financial Planning Limited is entered on the Financial Services Register under reference 819330. Registered in England, Company number 11456453 Registered Office: 1 Park Lane, Poynton, Cheshire, SK12 1RD.

 

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Please be assured we treat complaints seriously. A summary of our internal complaints handling procedures is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.