Posts by Stratagem

Investment market update: May 2023

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As interest rates soar, should you remortgage your home in 2023?

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4 essential estate planning steps you should take if your family is blended

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Should you lock in your savings interest rate now?

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Pensions v ISAs: Tax relief makes a huge difference to your calculations

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Want to retire early? Financial planning could make it a reality

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Investing 101: Why investing could boost your long-term wealth

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Investment market update: April 2023

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Could property present a viable alternative to pension savings for retirement?

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Statutory Sick Pay provides workers with “very little insurance”, says think tank

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4 essential Budget announcements that could boost your pension

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Estate planning: 3 crucial steps that could protect your later years

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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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