The July Budget saw the announcement that the dividend tax credit will be replaced by a tax-free allowance. Is this the start of more rises?
Will dividend tax keep rising?
Depledge News
Should we scrap tax reliefs on pensions and create a lifetime ISA for all?
It has been proposed that pensions be scrapped in place of a lifetime ISA. Is this simplification idea a good one?
What’s Really on the Bucket List of the UK over 55’s?
With many people viewing retirement as the opportunity to do the things they have always wanted, we take a look at the UK’s bucket list.
Summer 2015
Depledge Strategic Wealth Management Limited has now entered its third company year of trading and it has been a very busy period given the rapid changes in pension legislation providing greater flexibility to those at retirement age.
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.
Introducing Higos Insurance Services
We are pleased to announce that we have a new partnership with Higos Insurance Services Limited, a general insurance broker, allowing us to extend our service to look after all your personal and business insurances.
Depledge Principal named Top Rated Independent Financial Adviser
Depledge Principal Director, Andrew Day has been named a Top Rated IFA following positive client feedback on the independent review website, VouchedFor.