Posts by Stratagem

Investment market update: May 2022

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National Trust locations offering fantastic activities during the summer holidays

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Young investors are championing the “S” in ESG investing, so what does it mean?

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Trustees, here is what you need to know about the Trust Registration Service deadline

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Explained: The social care cap and what it means for you

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52% of savers don’t understand the effects of inflation, and millions think they’ll be better off. Here’s why it can harm your savings

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Investment market update: April 2022

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3 useful mortgages you can use to help your child get on the property ladder without gifting a deposit

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Swift payments are coming to banking. Here’s what you need to know

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Investment funds: How do they work and how they could play an important role in your portfolio?

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80% of over-55s don’t have a Lasting Power of Attorney in place. Overlooking this could place you in a vulnerable position

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How a virtual “shopping basket” is used to calculate the rate of inflation

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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.

Stratagem
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