Dyer & Co. Wealth Management Ltd

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Dyer & Co. Wealth Management Ltd We provide financial advice working with our clients in an easy, friendly and approachable way.

The Autumn Budget may have contained few surprises, but several significant changes are still on the horizon.From pensio...
29/10/2026

The Autumn Budget may have contained few surprises, but several significant changes are still on the horizon.

From pensions and inheritance tax to savings income, business reliefs and Making Tax Digital, many measures will take effect over the next few years.

Understanding what’s changing now can help you avoid unwanted surprises later.

Dyer & Co. Wealth Management Ltd. represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 29/10/2026

✨ On Tuesday, Charlotte, our Client Servicing Manager, attended the SJP Partnership Connect event in Birmingham, taking ...
23/10/2026

✨ On Tuesday, Charlotte, our Client Servicing Manager, attended the SJP Partnership Connect event in Birmingham, taking to the stage for a Q&A about how we integrate progressive technology into our practice.

💬 Charlotte said:

“It was a pleasure to share our experience of implementing new technologies in our practice, and how embracing innovation has helped us work more efficiently and improve the way we deliver care.”

16/10/2026

💙 Last week, we brought all teams together for our quarterly business meeting, starting with key updates across the business, operations and learning, before dedicating the afternoon to fundraising for Parkinson’s.

With everyone wearing blue in support of the cause, we enjoyed team activities, quizzes and games, raising an incredible £1,300+ for charity.

A huge thank you to everyone who took part and helped make the day a success! 💙

In a world full of information, opinions and answers, personal financial advice canhelp you focus on what’s right for yo...
13/10/2026

In a world full of information, opinions and answers, personal financial advice can
help you focus on what’s right for your circumstances.

A different perspective can help you see opportunities, choices and possibilities you
may not have considered before.
If you’d like to discuss your goals and plans, get in touch. https://www.dyerandcowm.co.uk

Dyer & Co. Wealth Management Ltd is an Appointed Representative of and
represents only St. James’s Place Wealth Management plc (which is authorised
and regulated by the Financial Conduct Authority).

SJP Approved 09/10/2026

Dyer & Co. Wealth Management, here for the journey. Dyer & Co Wealth Management Ltd is an Appointed Representative of an...
02/10/2026

Dyer & Co. Wealth Management, here for the journey.

Dyer & Co Wealth Management Ltd is an Appointed Representative of and represents only
St. James’s Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 25/09/2026

28/09/2026

☕💚

Today we hosted a lovely Macmillan Coffee Morning!

A wonderful opportunity to come together, enjoy some delicious treats, catch up, and raise money for a fantastic cause. Thank you to everyone who joined us, donated, baked, and helped make the morning so special. 💚

Unsure which way to go?Let us navigate your financial future. 🧭Dyer & Co Wealth Management Ltd is an Appointed Represent...
25/09/2026

Unsure which way to go?
Let us navigate your financial future. 🧭

Dyer & Co Wealth Management Ltd is an Appointed Representative of and represents only
St. James’s Place Wealth Management Plc (which is authorised and regulated by the financial conduct authority)

SJP approved 25/09/2026

22/09/2026

As some of you will have followed (and kindly sponsored) previous walks around the Isle of Wight in 2023 and Isle of Arran in 2025. A more select few are this year taking up the challenge of trekking 100km across the Moroccan Sahara. The adventure will be over 5 days with 4 nights of wild camping with no running water or electricity. Temperatures may go as high as 35 degrees in the day and plumet at night. Rachel Dyer & Charlotte Ford are excited and apprehensive to represent Dyer & Co. In the trip starting on 14th November.

They are doing it to raise funds for the St. James’s Place Charitable Foundation who work with charities with the aim to make a positive and lasting difference. The Foundation offer support to small and medium sized charities across the UK and overseas that deliver impactful programmes focussing on key funding themes: Children and Young People facing disadvantage; End of Life Care; Living Well with Cancer and Mental Health.

What is Capital Gains Tax? Capital Gains Tax (CGT) is a tax on the profit when you sell or dispose of something that has...
10/09/2026

What is Capital Gains Tax?

Capital Gains Tax (CGT) is a tax on the profit when you sell or dispose of something that has increased in value. Items subject to CGT are known as ‘chargeable assets’.

Dyer & Co. Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 16/7/2026

St. James's Place

Address

Devonshire House, 26 Bank Street
Lutterworth
LE174AG

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+443333445433

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