Catch up on industry updates
and our latest news

Q4 Market Insights

20-November-2018

 

Jason Broomer, Head of Investments at Square Mile, discusses how global markets, trade wars and Brexit uncertainties are impacting UK portfolios.

Autumn Home Finance News

16-October-2018

 

Our Autumn Home Finance Newsletter reviews the property market, including the latest news for Buy-to-Let Landlords.

 

Read the Home Finance newsletter

Autumn Wealth Management News

16-October-2018

 

For the latest on retirement and pensions, please read our Autumn Wealth Management Newsletter.

 

Read the Wealth Management newsletter

October Market Update

16-October-2018

 

Please read the latest Market Update that reflects on the impact of Brexit and global markets. Produced in partnership with Square Mile Investment Services.

 

Read the October Market Update

Don’t be Fooled; Pension Scams are on the Rise

16-October-2018

 

Having saved your entire working life for a comfortable retirement and felt financially savvy for much of this time, you probably think it’s impossible for you to fall victim to a pension scam. Yet by using a credible amount of financial knowledge, a professional looking website and plausible testimonials, the sophisticated scammer is getting harder and harder to spot.

 

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Braving The Open Waters For Great Ormond Street Hospital

11-September-2018

 

Mold-based D&G Independent Ltd is backing fellow wealth management specialist, Jamie Farquhar, as he completes five open water swimming challenges for CASCAID and Great Ormond Street Hospital Charity.

 

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Help To Buy Mortgage Advice

13-August-2018

 

If saving a deposit for your first or next home seems an impossible task, the Government’s Help To Buy scheme could help.

This scheme makes new-build homes available to all home buyers who wish to buy a new home but may be financially constrained.

 

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New Mortgage and Protection Adviser Joins D&G Independent Limited

8-August-2018

 

D&G Independent Limited is pleased to welcome Dave McGeough to its growing mortgage and protection team.

 

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Latest Market Insights

25-July-2018

 

Catch up on the latest from our fund research partners at Square Mile. Jason Broomer, Head of Investments at Square Mile, shares the latest insights and challenges facing the market today.

D&G Independent Strengthens Its Investment Proposition Through Partnership With Leading Fund Researcher

24-July-2018

 

D&G Independent Ltd, a rapidly growing financial planning and wealth management company based in North East Wales, has joined forces with a high pedigree investment research and consulting business to optimise its investment proposition for new and existing clients.

 

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Latest Market Update

17-July-2018

 

Click here to read the latest financial review from our investment research specialists.

 

A Guide To Budgeting For Your Dream Home

4-July-2018

 

If you are looking for your dream home, it is wise to consider all aspects of the move long before you start packing boxes. Buying a new property can be a costly business but by budgeting effectively and understanding the fees involved, you can enjoy peace of mind throughout the process. Pete Chappell, our expert mortgage adviser, summarises some of the costs to consider within your budget.

 

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D&G Independent To Attend SIFA Conference 2018

29-May-2018

 

SIFA Conference 2018

 

7th & 8th June 2018 | Whittlebury Hall, Towcester

 

Darren and Gary are attending the SIFA Conference 2018 on 7th & 8th June at Whittlebury Hall, Towcester. The topics to be presented over the two days include MIFID II, an overview on the markets, compliance and regulations, investments, pension freedoms and behavioural economics. The directors are very much looking forward to attending SIFA's flagship conference.

D&G Independent Supports John Peers’ Arctic Adventure In Aid Of Lady Taverners

25-May-2018

 

D&G Independent, a Mold-based wealth management company, is an official sponsor of local Insurance Broker, John Peers, as he embarks on an intrepid motorbike adventure across Eastern Europe and the Arctic!

 

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D&G Independent Partners With SIFA

10-Apr-2018

 

D&G Independent is proud to be working in partnership with SIFA (Solicitors for Independent Financial Advisers).

 

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Misleading Mortgage Rates: Are You Really Getting The Best Deal?

07-Mar-2018

 

When a highly attractive low mortgage rate pops up across comparison sites, it can be tempting to snap it up but latest industry research has confirmed that the lowest headline rate is not always the cheapest option.

 

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How Often Do You Review Your Pension Plan?

05-Feb-2018

 

According to the Pensions Policy Institute, some of the UK’s poorest pensioners are relying on almost 80% of their state pension as their primary source of income.

 

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How Well Do You Understand Pension Freedoms?

02-Feb-2018

 

In April 2015, the Treasury introduced new rules that gave over-55s greater access to their personal pension savings.

 

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MPs Demand Ban On Pension Cold Calling To Prevent Scams

19-Dec-2017

 

The Work and Pensions Select Committee has urged the Government to include a ban on pension cold calls in its Financial Claims and Guidance Bill, which is due its second reading in January.

 

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FCA Highlights The Pitfalls Of “Free” Pension Advice

06-Dec-2017

 

In its latest update, the FCA (Financial Conduct Authority) has issued a fresh warning about the risks involved in accepting ‘free’ pension advice.

 

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D&G Independent Attends True Potential Seminar

06-Dec-2017

 

Independent Financial Advisers from D&G Independent travelled to the Millennium Hotel in Mayfair to get the latest industry updates and learn more about proposed regulatory changes from the financial advisory service provider, True Potential.

 

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Recent First-Time Buyers Can Recoup Stamp Duty Fee

05-Dec-2017

 

The announcement from Philip Hammond in his Autumn Budget made first-time buyers exempt from stamp duty with immediate effect when purchasing a property up to the value of £300,000. For those buying properties valued up to £500,000, partial relief will be given.

 

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Savings Vs Investments – Which Offers A Better Return?

05-Dec-2017

 

If you have recently accumulated or received a lump sum, such as from an inheritance, dividend or company bonus, knowing whether to save or invest it can be challenging.

 

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Which Help To Buy Scheme Is Right For You?

05-Dec-2017

 

Buying your first house can be a bewildering experience. Saving for a deposit is made more challenging by student debt, high rent and low wages.

 

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Mold Financial Adviser Donates £2,000 To Glan Clwyd Hospital

29-Nov-2017

 

Darren Booth, director of wealth management company D&G Independent Ltd, and his partner Dawn have donated £2,000 to the maternity ward at Glan Clwyd Hospital.

 

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D&G Independent To Attend Ruthin FC Sponsors Day

07-Nov-2017

 

Representatives from D&G Independent will be attending the annual Sponsors Day at Ruthin Town Football Club on Saturday 25th November 2017.

 

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D&G Independent Attends T.R.I.P. Seminar

24-Oct-2017

 

On Thursday 19th October, directors and independent financial advisers at D&G Independent Limited travelled to Manchester to attend a seminar on pensions, investments and regulatory issues hosted by Prudential.

 

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D&G Awarded Occupational Pension Transfers Accreditation

18-May-2016

 

Gary Slater, Director and IFA at D&G Independent, has recently successfully been awarded the FCA accredited IFS Award in Pension Transfers (AwPETR). This additional qualification, along with his Level 6 Diploma in Investment Planning (DipIP) and special permissions from the FCA, allows Gary to provide professional advice on occupational pension transfers and opt outs.

 

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 Catch up on industry updates and our latest news

 

 Catch up on industry updates and our latest news

T: 01352 754272