16 January 2024 At the end of Q3 2023, all six of the below indices posted negative returns. Fortunately, by the end of the final quarter of 2023, those same indices had all experienced a U-turn and were seeing positive results across the board. Source: JP Morgan After the stock market ended 2023 on a […]
News
3 shrewd ways to avoid an advanced financial scam this year
16 January 2024 If you have never been the victim of a financial scam, it might be hard to imagine that it could happen to you. After all, if you are a financially savvy individual, you could believe that you would always know a scam when you see one. Unfortunately, financial scams are becoming increasingly […]
Will there be a bull market in 2024?
16 January 2024 When you see the phrases “bull market” and “bear market” bandied around in the press, they might seem relatively meaningless – but in fact, they carry a lot of weight. A bear market describes a period in which markets are “retreating” or “hibernating”, which might help to make sense of the term. […]
The rate of inflation is declining. What now?
12 December 2023 At the end of 2022, the rate of inflation in the UK was in double figures. Indeed, the Office for National Statistics (ONS) reports that last December, inflation stood at 10.5%, after peaking at 11.1% in October 2022. Now, as of October 2023, the rate has more than halved, sitting at 4.6%. […]
Meet the team: Adrian Mahon, Paul Watson, and Mark Allen
12 December 2023 In our final “meet the team” instalment, meet three more of the Depledge troop: Adrian Mahon, Paul Watson, and Mark Allen. Adrian Mahon What’s your role here at Depledge? I’m a senior financial planner. I specialise in working with individuals who are either approaching retirement or have already finished their career. How […]
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 […]