Posts by Stratagem

Investment market update: July 2024

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Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy

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Business owners: Discover the helpful benefits of offering a salary sacrifice scheme

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Why tuning out political speculation may help you stick to your financial plan

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How to boost your composure and reduce investing FOMO

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Inheritance Tax: The basics you need to know about the “death tax”

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Investment market update: June 2024

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97% of fund managers believe uncontrolled climate change will affect investments

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How to effectively protect your finances from criminals

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How to use life insurance to cover a future Inheritance Tax bill for your family

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Higher-rate taxpayers: Beware of the 60% tax trap

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Why the “4% rule” could put your retirement finances at risk

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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.