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Posts by Stratagem

by Stratagem

All the winners and losers from the 2024 Spring Budget

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by Stratagem

A Lasting Power of Attorney could offer protection at every life stage

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How to protect financial gifts to your children from relationship breakdowns

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Government borrowing halves and opens room for tax cuts in March’s Budget

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4 excellent reasons you may want to boost your ISA now

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Retirement planning: The importance of setting out your lifestyle goals

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Investment market update: January 2024

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Why general elections in 2024 could lead to volatile investment markets

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Fraudsters used “social engineering” to steal £580 million in the first half of 2023

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“Stealth taxes” will push more than 3 million workers into a higher Income Tax bracket by 2029

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Inflation is falling. Here’s what it could mean for your finances

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The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?

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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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