Posts by Stratagem

40 years of critical illness cover: Could it improve your financial security?

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Inflation has cost savers £113 billion in real terms in the last year

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5 common mistakes when writing a will that a solicitor could help you avoid

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3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax

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HMRC collects a record amount in Capital Gains Tax. Here’s how you could manage your liability

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Investment market update: August 2023

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Report: 1 in 5 people will be living with a major illness in 2040

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7 practical reasons to make a Lasting Power of Attorney now

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2 excellent ways you could boost your State Pension

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Should you take your pension tax-free lump sum to kickstart retirement?

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Investing 101: 4 useful questions to answer when reviewing your portfolio

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Investment market update: July 2023

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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.