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Posts by Stratagem

by Stratagem

3 steps you can take to create a charitable legacy

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by Stratagem

3 reasons why pension consolidation could boost your retirement income

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by Stratagem

Trick or treat: The “tricks” a financial plan could help you avoid

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by Stratagem

Why stock market volatility can trigger financial bias

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by Stratagem

Phasing into retirement: The flexible options you might consider

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by Stratagem

What footballer Kevin Keegan tells us about retirement planning

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by Stratagem

Investment market update: August 2025

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by Stratagem

Planning for care: How to set out your wishes

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by Stratagem

AI and the conundrum for ESG investors

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What could a Labour wealth tax look like?

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by Stratagem

Why the Labour government could reform the State Pension and what it means for you

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by Stratagem

How pension and Inheritance Tax policy changes could affect your 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.

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