Posts by Stratagem

Has Covid-19 affected your pension? Here’s how to weigh up the impact and rebuild it

Read more

Guide: Leaving an inheritance vs gifting during your lifetime

Read more

Investment market update: June 2021

Read more

Do you have an investment “side hustle”? It should still be part of your financial plan

Read more

Are Premium Bonds and other prize draws a good option for your savings?

Read more

5 excuses for not seeking financial advice, and why they’re wrong

Read more

Is £26,000 the secret to a happy retirement?

Read more

How compounding could help younger generations become a pension millionaire

Read more

10 blockbuster films that are coming to the cinema this year

Read more

What is shareholder protection and why is it important for business owners?

Read more

What you need to know if you’re a Power of Attorney

Read more

Inheritances left behind are growing – could you be affected by Inheritance Tax?

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.