Posts by Stratagem

3.3 million pre-retirees have started a phased retirement. Here’s what you need to know about managing your finances

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Revealed: The key to happiness in retirement is focusing on experiences

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Experts forecast a recession in 2023. Here’s why and what it means for your investments

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Soaring inflation means tax breaks are less valuable. Find out why here

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Do you have a gap in your National Insurance record? Checking now could boost your State Pension

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Annuity rates soar 52% in 2022 and could provide security amid uncertainty

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After the risk of pensions collapsing made headlines, here’s how your retirement savings are protected

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Investment market update: November 2022

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The silver gap year: 4 vital things you need to do to plan your retirement adventure

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The Help to Buy Equity Loan scheme is ending. Here are 5 alternatives that could help first-time buyers

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Interest rates are finally rising for savers, but inflation can still reduce value in real terms

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The cost of living crisis is giving scammers more opportunities. Here are 3 scams to watch out for

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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.