DTB Investments

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DTB Investments We are an experienced team of financial advisers providing independent wealth management advice to individuals and businesses throughout the West Midlands.

Last week’s budget had a few surprises tucked away that will affect savers.Robbing Rachel announced a plan to increase t...
02/11/2026

Last week’s budget had a few surprises tucked away that will affect savers.

Robbing Rachel announced a plan to increase tax on savers, and Dishonest John has continued this tax grab.

From 6th Apri 2027, the levels of tax, which will apply to savers across the UK, will be 24% for basic-rate taxpayers, 44% for higher-rate taxpayers and 49% for those on the additional rate.

Proper financial planning can help our clients avoid this tax on their hard-earned savings.

Helping individuals with their pension and investment planning is what we do. If you’d like to chat, give us a call, or email [email protected]

That time of year again – the Budget is fast approaching. With a new Prime Minister and a new Chancellor, attention will...
02/11/2026

That time of year again – the Budget is fast approaching. With a new Prime Minister and a new Chancellor, attention will inevitably turn to what the government might do next, and what that could mean for the housing market.

https://dtbinvestments.co.uk/2026/10/13/budget-incoming-keep-calm-and-carry-on/

If you are thinking about your pension, reviewing your investments or looking at mortgage options and want to explore what is possible, you can reach us on 01384 397260 or at [email protected]

Changes are on the horizon. The biggest overhaul of the ISA (Individual Savings Account) regime in several years is comi...
30/10/2026

Changes are on the horizon. The biggest overhaul of the ISA (Individual Savings Account) regime in several years is coming into effect on 6 April 2027, with new rules designed to encourage more people to invest rather than hold cash. While the overall annual ISA allowance remains unchanged, there are several important changes savers should be aware of.

https://dtbinvestments.co.uk/2026/10/13/isa-changes-incoming-what-they-mean-for-your-savings/

If you are thinking about your pension, reviewing your investments or looking at mortgage options and want to explore what is possible, you can reach us on 01384 397260 or at [email protected]

Our latest Wealth newsletter covers the countdown to the 2027 Pension IHT shake-up, incoming ISA changes and the upcomin...
28/10/2026

Our latest Wealth newsletter covers the countdown to the 2027 Pension IHT shake-up, incoming ISA changes and the upcoming Budget. Read the latest insights to help support your long-term financial goals

If you are thinking about your pension, reviewing your investments or looking at mortgage options and want to explore what is possible, you can reach us on 01384 397260 or at [email protected]

A review of financial plans ahead of the Budget can help ensure affairs remain well positioned under today’s rules. You ...
26/10/2026

A review of financial plans ahead of the Budget can help ensure affairs remain well positioned under today’s rules. You can then revisit your plans once the announcements are made. When it comes to tax planning, certainty is usually a better foundation than speculation

If you are thinking about your pension, reviewing your investments or looking at mortgage options and want to explore what is possible, you can reach us on 01384 397260 or at [email protected]

It’s that time of year again – the Budget is on the horizon, with Chancellor John Healey confirming that his first Budge...
23/10/2026

It’s that time of year again – the Budget is on the horizon, with Chancellor John Healey confirming that his first Budget will take place on 28 October. The Office for Budget Responsibility (OBR) is now preparing its economic and fiscal forecasts, while speculation grows over what measures could be announced.

https://dtbinvestments.co.uk/2026/10/06/budget-2026-planning-ahead-not-predicting/

If you are thinking about your pension, reviewing your investments or looking at mortgage options and want to explore what is possible, you can reach us on 01384 397260 or at [email protected]

As we move into autumn, the UK housing market remains relatively subdued. Higher borrowing costs and economic uncertaint...
21/10/2026

As we move into autumn, the UK housing market remains relatively subdued. Higher borrowing costs and economic uncertainty continue to weigh on demand, while house prices have shown little movement. However, the market remains active, with buyers and sellers continuing to adjust to the current environment.

https://dtbinvestments.co.uk/2026/10/06/a-more-cautious-housing-market/

If you are thinking about your pension, reviewing your investments or looking at mortgage options and want to explore what is possible, you can reach us on 01384 397260 or at [email protected]

September markets updateMost major global stock market indices ended September lower.The FTSE 100 fell 2.02%, while the ...
16/10/2026

September markets update

Most major global stock market indices ended September lower.

The FTSE 100 fell 2.02%, while the FTSE 250 declined 1.60%. In the US, the Dow Jones fell 4.28%, although the NASDAQ Composite gained 1.86%.

Japan’s Nikkei 225 also recorded a gain, rising 0.67%, while the Euro Stoxx 50 fell 2.35%.

Brent crude oil ended the month up more than 12% at $98.94 a barrel. Gold finished around $4,192 a troy ounce, down more than 6% over the month.

The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.

Source: September 2026 Economic Review. Information correct at 1 October 2026. UK index movements are measured from 28 August because of the August bank holiday.

If you are thinking about your pension, reviewing your investments or looking at mortgage options and want to explore what is possible, you can reach us on 01384 397260 or at [email protected]

14/10/2026

Consumer confidence reaches a two-year high

The GfK Consumer Confidence Barometer rose by one point to -13 in September.

This was its third consecutive monthly increase and the highest reading since August 2024.

Households reported feeling better about their own finances and the wider economy. However, confidence remained in negative territory, and there were signs of caution.

The Major Purchase Index, which measures appetite for big-ticket spending, slipped one point to -8. Meanwhile, the separate Savings Index rose five points to +27.

Source: September 2026 Economic Review. Information correct at 1 October 2026.

If you are thinking about your pension, reviewing your investments or looking at mortgage options and want to explore what is possible, you can reach us on 01384 397260 or at [email protected]

Address

Warwick House, 1st Floor, 159 Lower High Street
Stourbridge
DY81TS

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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