Posts by Stratagem

Your Autumn Budget update – the key news from the chancellor’s statement

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Investment market update: September 2024

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2 important tax considerations if you’re returning to work after retiring

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Could a financial plan give you the confidence to retire sooner?

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3 insightful pieces of data that could help you remain calm during market volatility

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Does anchoring bias affect your financial decisions?

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Inheritance Tax: How does the UK compare internationally?

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Investment market update: August 2024

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Good Money Week: 3 ways you could align your finances with your values

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74% of financial advice from social media leads to an “undesired outcome”

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How to join the pension treasure hunt and discover “lost” savings

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Regular financial reviews may help you get more out of every stage of life

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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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