Posts by Stratagem

5 ways financial planning could help you emotionally prepare for retirement

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Behavioural finance: The effect emotions could have on your financial decisions

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Business owners: 5 reasons you could benefit from saving into a pension

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State Pension: Everything you need to know in 2025/26

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Looking beyond the numbers when using a cashflow model

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How you could take advantage of falling interest rates

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5 practical tasks that could help you get more out of your pension in 2025

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5 useful allowances and exemptions that will reset at the end of the tax year

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Plans changed? Updating your financial plan could offer reassurance

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The compelling benefits of building a tailored financial plan

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Investment market update: December 2024

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The key Autumn Budget takeaways business owners should be aware of

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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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