Independent Chartered Financial Planners
Financial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want. When you think about financial planning, you might initially focus on the financial element. Perhaps you’re interested in how planning can help you reduce your tax bill, invest to get the most out of your […]
Most parents and grandparents would agree that one of their greatest priorities is setting their children and grandchildren up for future success in life. Teaching them important life lessons, setting a good example, and yes, offering wealth to help them along their journey are all part of this. That is why Inheritance Tax (IHT) is […]
If you’re a high earner who has saved plenty of private pension wealth during your career, you may not have thought very hard about the State Pension. Yet throughout your career, you will have paid National Insurance contributions (NICs), and these NICs are put towards providing you with a guaranteed pension income once you reach […]
Earlier this year, we sent out a comprehensive survey to our clients, asking them for honest feedback about the service they receive from their Depledge financial planner. We have collated the results and are delighted to share them with you. 99.15% of clients believe working with Depledge has helped or will help them achieve their […]
We’re delighted with the results of our recent client survey. Thank you to everyone who took part.
Every quarter, we publish a global market review that breaks down the movements of key stock market indices and other important financial events from around the world. Compared to the first quarter of the year, where investors saw plenty of volatility, Q2 2025 proved positive for global markets. Source: JP Morgan Let’s break down the […]
14/07/2025 Wimbledon 2025 was, as usual, a display of sporting excellence perfectly parcelled in its classic British setting: green laws, red strawberries, and starch-white players’ uniforms. Over its 148-year history, Wimbledon’s winners have proved time and again that the journey of an athlete is complex, mentally challenging, and worth it in the end. Here are […]
14/07/25 20th century author Carson McCullers once wrote, “Death is always the same, but each man dies in his own way.” Understandably, it’s difficult to talk about death. What can make death even more complicated is that there are so many logistical factors that get in the way of facing your grief, such as the […]
12 June 2025 Five years ago, the term “artificial intelligence” would have sounded alien to most people. But today, AI is everywhere – providing anything from essay-writing support to cybersecurity features your bank or building society uses to protect your money. Whether you are already using AI tools at work or at home, or you […]
12 June 2025 Every year, provider Scottish Widows produces a Retirement Report that breaks down how attitudes to retirement are changing, and what retirees need to look out for in future. Its 2024 report found that: Drawing on that final point, if you are approaching or already in retirement, helping your children and grandchildren may […]