Stratagem Financial Planning

06/10/2026

In December 2001, The Lord of the Rings: The Fellowship of the Ring was released in cinemas and wowed audiences with its epic scenes, superb acting, and attention to detail.

On the 25th anniversary of the new era of Tolkien mania, we're exploring the lasting legacy the celebrated author left behind.

Beyond his astonishing works, he also set up the Tolkien Estate, designed to manage his fortune and ensure his name lived on.

To discover 4 estate planning lessons you could take from J.R.R. Tolkien, click the link below.

https://stratagemfp.co.uk/4-estate-planning-lessons-you-could-learn-from-jrr-tolkiens-legacy/

02/10/2026

✈️ WHAT’S ON THE WALL? | AVRO HERITAGE MUSEUM

Another little piece of local history from our office mural…

This week we’re just down the road at Woodford and the Avro Heritage Museum.

The museum stands on the former Woodford Aerodrome – a site with an incredible aviation history. Aircraft including the Lancaster, Vulcan, Nimrod and BAe 146 were produced at Woodford, with the site playing a major role in British aircraft manufacturing for generations.

Today, the museum keeps that history alive – including its rather difficult-to-miss Avro Vulcan XM603, the only Vulcan preserved in its original all-white anti-flash paint scheme.

And there’s another nice local connection: if you’re visiting by train, Poynton is the nearest station.

It’s one of those places that reminds you just how much history there is right on our doorstep.

Have you visited the Avro Heritage Museum? And more importantly… who’s been inside a Vulcan? 👀

🔗 Find out more: https://www.avroheritagemuseum.co.uk/

Plan Well • Live Well

02/10/2026

4 psychological reasons why investors make mistakes:

1. Emotions could cloud your judgement
2. Overconfidence may tempt you to try to time the market
3. Confirmation bias could lead you to overlook information
4. Following the crowd may feel safer

Read our blog, linked below, to find out how you can limit the impact of emotions and bias on your investment decisions.

https://stratagemfp.co.uk/the-psychology-behind-investment-mistakes/

01/10/2026

Have you fallen for any of these crypto myths?

Cryptoassets are still relatively new, so it's no surprise that they're surrounded by myths.

From how much risk is involved to how to manage crypto as part of your wider financial plan, misinformation could make it difficult to understand how crypto might fit into your strategy.

Read our blog, linked below, to discover the truth behind 5 myths you might have encountered when researching crypto.

Cryptoassets may not be regulated financial products, so please be aware that trading them carries a considerable amount of risk for your capital. Cryptocurrencies are also not covered by existing consumer protection laws and are not suitable for the majority of investors.

https://stratagemfp.co.uk/5-cryptoasset-myths-busted/

30/09/2026

💚☕ £522 RAISED — THANK YOU! ☕💚

A huge THANK YOU to everyone who supported our Macmillan Coffee Morning yesterday — together we raised a fantastic £522 for Macmillan Cancer Support! 🎉

Whether you popped in for a coffee, bought a cake (or several… 👀), took a box home, made a donation, baked something for us or simply helped spread the word — thank you.

It was brilliant to see so many clients, friends, neighbours and people from the local Poynton community coming through the doors throughout the day.

And an especially big thank you to our office manager Katrina Bridgeman for doing most of the baking, planning, setting up and generally keeping the coffee and cake operation under control! 🍰☕

£522 raised for a fantastic cause — and probably enough cake consumed to keep Poynton going for a week. 😂

We’re incredibly grateful for all the support. 💚

Thank you, Poynton!

29/09/2026

29/09/2026

☕💚 WE’RE OPEN! 💚🍰

The coffee is on, the cakes are out and our Macmillan Coffee Morning is officially underway! 🎉

We’re here until 2pm today at:

📍 Stratagem Financial Planning
1 Park Lane, Poynton, SK12 1RD

We’ve got coffee, tea, cakes, brownies, flapjacks and some rather lovely boxes of treats ready to go! 😍

Everyone is welcome — clients, friends, neighbours, local businesses, passers-by… just pop in, say hello, grab something nice and help us raise as much as we can for Macmillan Cancer Support. 💚

No appointment. No financial planning required. 😂
Just coffee, cake and a brilliant cause.

And if you’re passing the office, you really can’t miss us! 👋

☕🍰 Come and see us — we’re here until 2pm! 🍰☕

29/09/2026

Scammers stole almost £1.3 billion in 2025, according to an article from the BBC.

That's nearly eight cases of fraud reported, on average, every minute.

Spotting a scam could be more difficult than you think, especially as fraudsters are increasingly using sophisticated techniques to mislead victims.

See whether you'd recognise 7 signs of a potential scam in our latest blog, linked below.

https://stratagemfp.co.uk/why-spotting-a-financial-scam-could-be-harder-than-you-think/

28/09/2026

☕💚 TOMORROW’S THE DAY! 💚☕

The cakes are (almost) ready, the coffee will be flowing, and tomorrow we’re opening the doors for our Macmillan Coffee Morning at Stratagem Financial Planning! 🎂☕

📅 Tuesday 29 September
⏰ 10am–2pm
📍 1 Park Lane, Poynton, SK12 1RD

There’s no need to book and you certainly don’t need to be a client — everyone is welcome, so just pop in, grab a coffee and a slice of cake, and help us raise as much as we can for Macmillan Cancer Support. 💚

And while you’re here, have a closer look at our Poynton wall mural — there are plenty of familiar local landmarks hidden away in there. See how many you recognise! 👀📍

Can’t make it tomorrow? You can still support us — just scan the QR code on the graphic to donate directly to our Macmillan fundraising page.

Come for the coffee. Stay for the cake. Have a nosey at the wall. And help us raise some money for a brilliant cause. ☕🍰💚

See you tomorrow!