Posts by Stratagem

8 financial tasks to complete before the end of 2025

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Is the default pension fund right for you

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Explained: The new Cash ISA rules and what they mean for your savings

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Phasing into retirement: 5 essential financial considerations

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Your Autumn Budget update, and what it means for you

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Climate investing: How it may present a growth opportunity for investors

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Insufficient financial education could harm the long-term prosperity of younger generations

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How financial planning could give you the confidence to spend more

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Venture Capital Trusts: Why higher-rate taxpayers might want to invest in them

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How you could use framing bias to your advantage

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Pension v Lifetime ISA: What’s the best way to save for your retirement?

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3 steps you can take to create a charitable legacy

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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.