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Our 2023 year in review

12 December 2023 As 2023 draws to a close, we’re taking a moment to reflect on the year and cast our eyes towards what 2024 might hold. The past four years have been challenging for many individuals around the UK, especially where finances are concerned. We’d like to thank our clients for your ongoing trust […]

Everything you need to know about the 2023 Autumn Statement

22nd November 2023 On 22 November 2023, chancellor Jeremy Hunt delivered the Autumn Statement against a backdrop of a cost of living crisis and a looming general election. It’s been a challenging year with inflation dominating headlines. While inflation has fallen, it’s still higher than the Bank of England’s 2% target at 4.6% in the […]

Wealth and happiness are inextricably linked. Here’s how

2nd November 2023 “Money can’t buy happiness.” This is a phrase you have likely seen, and perhaps said, many times over the course of your life. While whoever first coined the phrase may be correct in theory, research now shows that the link between wealth and wellbeing is actually very strong.  Indeed, we don’t often […]

Q3 2023 global market update

2nd November 2023After the continued market shocks that rocked investors’ confidence throughout 2022, the first half of 2023 brought some welcome relief.  As we reported in our Q2 global market update, a number of key stock market indices posted positive returns in June – but for the most part, this uptick was brief. Nevertheless, the […]

Meet the team: Kaya Bowden, Nikki Shields, and Anita Gleeson

2nd November 2023 We’re really enjoying introducing our team members to you month by month. Here’s our fourth instalment of “meet the team”, featuring Kaya, Nikki, and Anita. Kaya Bowden What’s your role here at Depledge? I’m a paraplanning administrator, which is a role that lies between the administration and paraplanning teams. The main part […]

More than half of over-40s are anxious about retiring. Here’s how to soothe your worried mind

13 October 2023 If you’re set to finish your career in the next 20 years, you could be beginning to think more seriously about how much wealth you’ll need to fund your retirement. Indeed, while retirement is an exciting prospect, thinking about your financial circumstances later in life could also bring on some anxiety. In […]

What is “pound cost averaging”, and how could it help you grow your investment portfolio?

13 October 2023 In times of market volatility, it’s easy to panic. If you review your investments and see their value fluctuating, the temptation to sell up and return to the “safety” of cash is sometimes understandable. However, as we discussed in depth last month, keeping a lot of wealth in cash can leave it […]

Meet the team: Chris Thorp, Sarah Rowson, and Andy Thorp

13 October 2023 In the third instalment of our meet the team feature, keep reading to get to know three valued Depledge team members: Andy Thorp, Sarah Rowson, and Chris Thorp. Andy Thorp What’s your role here at Depledge? I’m a client and paraplanning support administrator. I work alongside the paraplanning team to help maintain […]

2 crucial things to know about investing in bonds in the coming year 

13 September 2023 If you witnessed your investment portfolio go through a range of significant fluctuations in the past three years, you are not alone.  The Covid-19 pandemic caused supply chain issues and economic slowdown, the effects of which are still being felt to this day. Plus, Russia’s invasion of Ukraine in February 2022 sparked […]

3 important reasons to consider staying invested, even when cash offers high returns

13 September 2023 Since December 2021, the Bank of England (BoE) has raised the base interest rate 14 consecutive times in order to combat rising inflation.  This comes after the institution lowered the rate to just 0.1%, a historic low, in the face of the Covid-19 pandemic. In August, the BoE’s Monetary Policy Committee (MPC) […]