Posts by Stratagem

How to plan for retirement as a small business owner

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The importance of managing your pension withdrawals to protect your retirement lifestyle

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Should you delay your State Pension? The pros and cons explained

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What past market volatility has taught us about investor behaviour

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4 ways you could pass on wealth and protect your chosen family

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Balancing your goals: 3 options for short-term savings

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Why business owners could benefit from working with a financial planner

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The Capital Gains Tax essentials you need to know

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4 practical factors to consider before saving for retirement outside of a pension

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How cashflow modelling can act as an early warning system for financial shocks

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How to be a successful investor: The importance of patience

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Explained: Why your pension could become liable for Inheritance Tax

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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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