Posts by Stratagem

Only 55% of people want to split their estate evenly between their children

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10 years of auto-enrolment: 5 reforms that could boost pension savings even further

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Over-50s are taking more investment risk. Could it affect their retirement?

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Want to invest but don’t know where to start? Here are the basics

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8 things to do to give your finances a spring clean

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Investment market update: January 2022

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8 tips to help you stick to your new year resolution this year

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1 in 3 borrowers have been rejected for a mortgage. Here’s what you need to do before applying

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59% of people say the pandemic has made them question their priorities. Has it affected your plans?

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The majority of divorcees are overlooking pensions and it could leave them financially vulnerable

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The pension Lifetime Allowance: Why you could be closer to exceeding it than you think

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8 things to do if you’re retiring in 2022

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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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