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Posts by Stratagem

by Stratagem

Investment market update: September 2024

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by Stratagem

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

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by Stratagem

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

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by Stratagem

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

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by Stratagem

Does anchoring bias affect your financial decisions?

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by Stratagem

Inheritance Tax: How does the UK compare internationally?

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by Stratagem

Investment market update: August 2024

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by Stratagem

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

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by Stratagem

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

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by Stratagem

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

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by Stratagem

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

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by Stratagem

Inheritance Tax: 5 shrewd strategies for reducing a potential bill

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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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SK12 1RD
Stratagem
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