Posts by Stratagem

Think cash is king? It might be time to review your mantra

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Does your income make you a “Henry”? Here are some ways it could affect tax considerations

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Unsure how to access your pension at retirement? Here’s what you need to know

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The power of visualising your wealth: From cloth to cashflow modelling

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How to remain calm amid Autumn Budget speculation

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Planning for care: Making later-life support part of your financial plan

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5 powerful Warren Buffett lessons that could benefit ordinary investors

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Explained: How Dividend Tax works and when you pay it

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5 surprising and unconventional economic indicators

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How to prepare your loved ones for the “great wealth transfer”

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Why “boring” investments could be exciting long term

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Planning for care: The costs you might need to make part of your financial plan

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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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