Posts by Stratagem

Estate planning: 3 different ways you can pass on wealth to your loved ones

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Premium Bonds prize rate hits 15-year high, but are they worth it?

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International Women’s Day: 5 things you could do to improve your long-term financial wellbeing

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Millions of fixed-rate mortgages are ending. Discover 6 practical steps you can take now

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Explained: Your 3 main options when accessing your pension for the first time

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Estate planning: How to understand the value of your assets and estate

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Is your mindset holding you back from enjoying your retirement? Financial planning could help

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4 reasons you may want to boost your ISA before the tax year ends

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Investment market update: December 2022

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How to set out goals to achieve success in 2023

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Here’s what happened in the property market in 2022 and how it’ll affect this year

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61% of Brits feel stressed about later-life planning. Here are 5 things you can do to boost your confidence

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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.

 

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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.