Retirement planning is about preparing for what could be the longest holiday of your life. Our video guide looks at some of the decisions involved in building your retirement plan.
Retirement Planning
Andrew Day
ISAs
ISAs are a great tool for savings – because they are tax free. Our video guide introduces ISAs and explains them in more detail.
Pension Changes 2014/2015
Pensions changed with the 2014 budget, our video guide talks through the changes and how it may impact your retirement planning.
Inheritance Tax
Our inheritance tax video guide looks at how inheritance tax affects more of us and how planning can prevent large tax liabilities emerging.
What happens to my pensions and savings when I die?
Our video guide will help you understand what happens to your pensions and savings when you die
2014 Autumn Statement Summary
A full summary of George Osborne’s 2014 Autumn Statement made on 3rd December 2014.
Depledge named UK Top Rated Adviser 2014
We are extremely pleased to announce that Depledge has been named amongst the top independent financial advisers in the UK, an accolade achieved following positive feedback from clients.
Summer Newsletter
It has been all systems go since we were authorised by the Financial Conduct Authority (FCA) and we have now been trading for 6 months with the team having worked tirelessly in getting transaction records completed on our database. We now expect to operate at much quicker turnaround times for the second half of the year and beyond.
Chartered Financial Planner Status Awarded to Depledge
The Chartered Insurance Institute (CII) has awarded Depledge Strategic Wealth Management with Chartered Financial Planner status after the firm fulfilled rigorous selection criteria relating to professionalism and capability.
Marcus Barclay joins Depledge
We are delighted to welcome Marcus Barclay to the Depledge team. Marcus will be working closely with Principal Director, Andrew Day as he studies towards Chartered status and becoming an Independent Financial Adviser.