Stratagem Financial Planning

Stratagem Financial Planning We are Stratagem Financial Planning: an independent financial advisory firm based in Poynton, Cheshire. We take a personal approach to financial planning.

Specialising in pensions, investments and planning for businesses and entrepreneurs, we help clients across the UK achieve their long-term goals and aspirations. Using the very best in technology and a wealth of experience, our independent experts show businesses and individuals alike how to get the most from their money, all while keeping their ambitions at heart. To find out more about how we can help, get in touch at [email protected] or on 01625 839 839.

At the end of February 2026, the US and Israel launched strikes on Iran.The uncertainty caused by the war has affected m...
28/05/2026

At the end of February 2026, the US and Israel launched strikes on Iran.

The uncertainty caused by the war has affected market confidence, leading to falling prices.

While this market volatility might seem new, similar movements have happened before, and looking at how these events may affect investor behaviour could be useful.

Click the link below to find out more.

https://stratagemfp.co.uk/what-past-market-volatility-has-taught-us-about-investor-behaviour/

Estate planning isn't always as straightforward as leaving everything to a spouse or direct descendant.In fact, many peo...
21/05/2026

Estate planning isn't always as straightforward as leaving everything to a spouse or direct descendant.

In fact, many people in the UK are opting to leave some or all of their wealth to their "chosen family".

Whether you're leaving your entire estate to one person or dividing it among multiple, there are many ways you can pass on wealth to protect your chosen family.

Read our blog, linked below, to discover 4 ways you can help ensure your beneficiaries receive their intended inheritance and mitigate your estate's Inheritance Tax liability.

https://stratagemfp.co.uk/4-ways-you-could-pass-on-wealth-and-protect-your-chosen-family/

Almost 42,000 people deferred their State Pension in 2023/24, according to data collected by Royal London.The State Pens...
15/05/2026

Almost 42,000 people deferred their State Pension in 2023/24, according to data collected by Royal London.

The State Pension is a regular government payment you may receive from when you reach State Pension Age until you die.

If you choose, you can delay claiming your State Pension. This comes with several benefits, but also some drawbacks you might want to consider.

Read our blog, linked below, to weigh the pros and cons of delaying your State Pension and find out which is the right option for you.

https://stratagemfp.co.uk/should-you-delay-your-state-pension-the-pros-and-cons-explained/

Has the conflict in the Middle East affected the value of your investments?The Middle East is a large exporter of oil, a...
14/05/2026

Has the conflict in the Middle East affected the value of your investments?

The Middle East is a large exporter of oil, and the war has resulted in prices rising, which is likely to affect businesses and consumers around the world.

In addition, the Strait of Hormuz, an important waterway for trade, has been affected by the conflict, which may harm international supply chains.

If you have questions about your investment portfolio and how the current situation might affect you, we're here to help.

Get in touch or read our blog, linked below, to learn how markets have reacted to similar volatility in the past.

https://stratagemfp.co.uk/what-past-market-volatility-has-taught-us-about-investor-behaviour/

It's common to be juggling different goals with various time frames, which can be difficult to balance.Alongside saving ...
12/05/2026

It's common to be juggling different goals with various time frames, which can be difficult to balance.

Alongside saving for retirement or paying off your mortgage, your short-term goals might feel less important.

However, they're just as valuable for your overall wellbeing and play an important role in your financial plan.

Click the link below to discover 3 options for making the most of your short-term savings.

https://stratagemfp.co.uk/balancing-your-goals-3-options-for-short-term-savings/

Address

1 Park Lane
Poynton
SK121RD

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 9am - 5pm

Telephone

+441625839839

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