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.

Ask small business owners when they plan to sell their business, and you invariably get the same answer: in five years.G...
01/09/2026

Ask small business owners when they plan to sell their business, and you invariably get the same answer: in five years.

Go back a year later, ask the question again, and the answer has typically not changed: in five years.

Five years is a time scale which is close enough to sound real, but far enough away to not have to do anything about it.

If you want to discover how you can prepare to really sell your business, click the link below.

https://stratagemfp.co.uk/how-to-really-sell-a-business/

Are you missing out on chances to reduce your Inheritance Tax bill?A recent report covered by Today's Wills and Probate ...
28/08/2026

Are you missing out on chances to reduce your Inheritance Tax bill?

A recent report covered by Today's Wills and Probate discovered that a person beginning estate planning at 50 and making use of multiple strategies, such as exemptions, reliefs, and business relief investments, could, on average, pass on £397,000 more to loved ones than those who delayed estate planning until they were 70.

If you want to learn more about some of the strategies that can mitigate a potential Inheritance Tax bill, click the link below.

https://stratagemfp.co.uk/the-12-3-billion-cost-of-delaying-estate-planning/

☕🍰 We’re hosting a Macmillan Coffee Morning! 💚We’re delighted to be opening the doors at Stratagem Financial Planning fo...
27/08/2026

☕🍰 We’re hosting a Macmillan Coffee Morning! 💚

We’re delighted to be opening the doors at Stratagem Financial Planning for a Macmillan Coffee Morning, raising money for Macmillan Cancer Support.

📅 Tuesday 29th September
⏰ 10am – 2pm
📍 Stratagem Financial Planning, 1 Park Lane, Poynton, Cheshire, SK12 1RD

There’ll be plenty of coffee, homemade cakes and a warm welcome — so whether you’re a client, a local business, a neighbour or simply passing through Poynton, we’d love you to pop in and join us.

No appointment needed and everyone is welcome. 💚

You’ll also have the chance to take a closer look at the fantastic Poynton mural which now takes pride of place on our office wall, hand-painted by local artist Myro Doodles.

Every coffee, slice of cake and donation will help us raise funds for Macmillan Cancer Support and the invaluable work they do supporting people living with cancer.

💚 Please give this post a like and share to help us spread the word around Poynton and the local community. The more people who know about it, the more we can hopefully raise!

We look forward to seeing you on the 29th. ☕🍰

94% of UK adults said their most important retirement dream is to feel financially secure for the rest of their lives, a...
25/08/2026

94% of UK adults said their most important retirement dream is to feel financially secure for the rest of their lives, according to a survey by Legal & General.

However, working out what your income might look like many years from now can be complex.

If you feel in the dark about how your pensions, savings, and investments might support you in later life, click the link below.

https://stratagemfp.co.uk/how-a-cashflow-model-could-provide-clarity-about-your-retirement-income/

When you think about selling your business, you might consider how much you hope to sell it for first.However, starting ...
20/08/2026

When you think about selling your business, you might consider how much you hope to sell it for first.

However, starting by creating a financial plan could help you calculate how much you'll need to live the life you want and help you assess the steps you might take to prepare the business.

Get in touch or read our blog, linked below, to discover how we can help you prepare to sell your business.

https://stratagemfp.co.uk/how-to-really-sell-a-business/

Delays in estate planning could cost UK families £12.3 billion when changes mean pensions will form part of your estate ...
18/08/2026

Delays in estate planning could cost UK families £12.3 billion when changes mean pensions will form part of your estate next year, according to a report covered by Today's Wills and Probates.

Under the current rules, most pension wealth sits outside your estate for Inheritance Tax purposes.

However, for many pension holders, that will change on 6 April 2027, as most pensions will be included in Inheritance Tax calculations.

Read our blog, linked below, to learn more about the upcoming changes and how you can pass on your wealth to your loved ones tax-efficiently.

https://stratagemfp.co.uk/the-12-3-billion-cost-of-delaying-estate-planning/

In a bid to pass more wealth to their loved ones, a growing number of families are opening pensions for their children.I...
14/08/2026

In a bid to pass more wealth to their loved ones, a growing number of families are opening pensions for their children.

In fact, one pension provider registered a jump of 158% in pensions opened for a child, according to an article in the Telegraph.

Whether this strategy is appropriate for you and your family will depend on your personal circumstances and goals. Read our blog, linked below, to discover the potential pros and cons of contributing to your child's pension.

https://stratagemfp.co.uk/4-practical-reasons-to-regularly-contribute-to-your-childs-pension/

Just one in five people with a defined contribution pension understand what retirement income they can expect, according...
13/08/2026

Just one in five people with a defined contribution pension understand what retirement income they can expect, according to research findings published by IFA Magazine.

This uncertainty could leave you worried about your long-term financial security and unprepared for what lies ahead.

That's where financial planning comes in.

Read our blog, linked below, to find out how a financial planner can use cashflow modelling to give you a clear picture of your retirement income and help you plan for the future you want.

https://stratagemfp.co.uk/how-a-cashflow-model-could-provide-clarity-about-your-retirement-income/

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

Website

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