Posts by Stratagem

The psychology behind favouring cash instead of investing

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6 useful tips for avoiding headline-driven decisions ahead of the Budget

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The dangers of using AI to write your will

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Explained: Capital Gains Tax and how you could reduce your liability

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How to approach retirement conversations with your partner

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Investment market update: August 2026

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4 estate planning lessons you could learn from JRR Tolkien’s legacy

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The psychology behind investment mistakes

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5 cryptoasset myths busted

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Why spotting a financial scam could be harder than you think

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FIRE v financial planning: The importance of balancing tomorrow and today

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2 upcoming ISA changes you should be aware of

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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.

 

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.

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