14th January 2021 One of the questions we hear most often is: “what does a financial planner actually do?” These days, financial planning is about much more than selecting investments. It’s about establishing your goals, smart decision-making, creative ideas, and making the most of any tax or financial opportunities that are available. It’s all very […]
14th December 2020 In recent months the government’s response to the pandemic has created a heavy strain on the Treasury. With the Office for Budget Responsibility confirming that government borrowing will hit £394 billion by the end of 2020, Chancellor Rishi Sunak has been under pressure to find new ways to raise additional revenue. This […]
14th December 2020 Despite the obvious challenges we have all been facing in 2020, it has been an extremely busy and successful year for Depledge SWM. Read on for a review of 2020, and an update regarding what we have been up to and how things are going. Welcome to all our new clients We’re […]
In line with the last two quarters, the coronavirus pandemic has dominated sentiment regarding the global economy. After deep falls in markets in the spring, there have been signs of recovery in the third quarter, as lockdowns ease and many businesses return to something approaching normal. Here’s a look back at Q3 in your quarterly […]
The coronavirus has not only inflicted huge emotional hardship across the world, but also vast economic damage. After a record-breaking 11-years of growth, the longest US bull run in history came to an end in the middle of March. Oil prices fell into negative territory, unemployment has soared, and many thousands of businesses are teetering […]
If you’re approaching or in your 60s, it might seem a little late to be contributing to a pension to boost your income for when you retire. So, it’s perhaps no surprise that new research has revealed that pension opt-out rates are higher for over 60s than for any other age group. But should you […]
This week, Rishi Sunak has delivered the first Budget of the new Conservative government. With a large majority behind him, the theme of the Chancellor’s speech was to deliver the promises made in the party’s election manifesto or, as Sunak himself repeatedly said, to ‘get things done’. Of course, the coronavirus outbreak has significantly changed […]
Since Depledge Strategic Wealth Management Ltd opened its doors to advising clients in 2014 we have attracted over 200 new family groups who have come to rely on our services. A large proportion of new clients have been referred from our existing clients. Word-of-mouth referrals are extremely important to us, as we want to ensure […]
It probably won’t surprise you to learn that we believe passionately in the benefits of financial planning. From giving you the confidence to live your life, to the pounds and pence returns that are generated, there are countless reasons why we believe clients benefit from advice. Now, a major report has looked at the specific […]
Despite improvements over the last decade, there remains a significant gender gap when it comes to pensions. A new survey has found that women are, on average, £78,000 worse off than men in retirement, with the survey suggesting that one of the reasons for this is that women take fewer financial risks than men. Here, […]