Posts by Stratagem

Investment market update: July 2023

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Here’s what mortgage lenders consider when carrying out affordability tests

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How you could improve tax efficiency by claiming work-related expenses

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A decade after introducing auto-enrolment, the government confirms plans to extend it

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Care home fees have increased by 10%. Are they part of your long-term plan?

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Millions of retirees could be overlooking the benefits of annuities, research suggests

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Investment market update: June 2023

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These are the 5 core traits of the wealthy, according to an interesting study

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Business owners: Is your firm protected against the loss of a key person?

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7 common but potentially harmful Inheritance Tax myths debunked

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Investing 101: 5 essential questions you need to answer to balance risk

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Do you need to plan for a retirement without the State Pension?

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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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