Contact Us Client Log in
Menu

Posts by Stratagem

by Stratagem

Investment market update: December 2025

Read more

by Stratagem

The salary sacrifice pension cap essentials business owners need to know

Read more

by Stratagem

Gifting to reduce an Inheritance Tax bill? Here are 5 things to check first

Read more

by Stratagem

The financial biases shaping the AI stock boom

Read more

by Stratagem

How to be a successful investor: Defining what “success” means

Read more

by Stratagem

How cashflow planning turns numbers into possibilities

Read more

by Stratagem

5 interesting insights from the investment market in 2025

Read more

by Stratagem

8 financial tasks to complete before the end of 2025

Read more

by Stratagem

Is the default pension fund right for you

Read more

by Stratagem

Explained: The new Cash ISA rules and what they mean for your savings

Read more

by Stratagem

Phasing into retirement: 5 essential financial considerations

Read more

by Stratagem

Your Autumn Budget update, and what it means for you

Read more

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.

 

If you wish to register a complaint, please contact David Shirley at david@stratagemfp.co.uk or on 01625 839 839.

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.

Privacy policy Cookies policy
1 Park Lane,
Poynton,
Cheshire,
SK12 1RD
Stratagem
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.