I have a dedicated approach to achieving client objectives and ensuring that these continue to be achievable in the long term. We aim to provide ‘value for money’ and clear straight forward advice to all our clients. My 18 years experience within actuarial, investment management, banking, stockbroking and chartered financial planning practices has provided me with long experience in providing a first class advice and service proposition. Creating robust investment portfolios within tax efficient structures is at the heart of each clients strategy.
In VouchedFor’s latest guide, distributed by The Times on 24th March 2019, average total charges are quoted relating to initial and ongoing percentage fees and fixed fee structures. These produce an average cost of £6,079 for an investment of £100,000 over 5 years. For the same work, Depledge Strategic Wealth Management would charge £4,250 on […]
If you’re a busy professional, finding time to dedicate to pension planning can be difficult. But, with the new tax-year, there could be a number of people receiving an unwelcome tax bill after unintentionally overfunding their pensions. Whilst there is no actual maximum you can pay into a pension, the Annual Allowance is the cap […]
Our market commentary has taken a slight change in direction, as we will now be producing a quarterly update, looking back at some of the political, economic, technological and environmental events affecting markets in the past three months. After the challenges and volatility we witnessed in the last quarter of 2018, let’s take a look at […]
You may well have seen the headlines that victims lost an average of £91k each in pension scams last year. Worryingly, in a recent survey, 32% of pension holders aged 45-65 said they were unsure how to verify if they were speaking to a genuine pensions adviser. Scammers are becoming increasingly sophisticated. They can be […]