DTB Investments

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

In the newsMany buyers remain positive but affordability pressures continue delaying home purchase decisions Property in...
28/08/2026

In the news

Many buyers remain positive but affordability pressures continue delaying home purchase decisions

Property investors face lower profits, requiring greater adaptability in changing market conditions

Multi-generational living is driving demand for flexible and independent home spaces

https://dtbinvestments.co.uk/2026/08/21/in-the-news-19/

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]

In the newsUK dividend growth has strengthened, supporting improved income prospects for long-term investors and diversi...
24/08/2026

In the news

UK dividend growth has strengthened, supporting improved income prospects for long-term investors and diversified portfolios

Investment scams are becoming more sophisticated, making vigilance and financial advice increasingly important

Many savers remain in low-interest accounts, potentially reducing wealth through inflation and missed opportunities

https://dtbinvestments.co.uk/2026/08/11/in-the-news-18/

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]

The home insurance landscape is evolving, with a mix of everyday risks, environmental factors and property type all play...
21/08/2026

The home insurance landscape is evolving, with a mix of everyday risks, environmental factors and property type all playing a role in shaping claims and premiums.

Everyday accidents now account for a nearly a third of home insurance claims with the average claim rising significantly

Flood risk is becoming an increasing concern, even for newer properties. Understanding flood exposure is now key

Period homes, though still highly desirable, often attract higher premiums due to specialist repair requirements

https://dtbinvestments.co.uk/2026/08/11/key-home-insurance-trends-homeowners-should-know/

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]

IHT gifting reminder: your questions answeredThe inclusion of pensions in IHT calculations from 2027 is accelerating the...
19/08/2026

IHT gifting reminder: your questions answered

The inclusion of pensions in IHT calculations from 2027 is accelerating the shift towards lifetime gifting

Increasingly, families are exploring how to gift with control, such as placing assets into trusts

Seeking professional advice can help ensure your strategy aligns with your long-term goals

https://dtbinvestments.co.uk/2026/08/11/iht-gifting-reminder-your-questions-answered/

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]

Housing outlook – the latest data suggests that deteriorating market conditions may be easing slightly House sales – the...
17/08/2026

Housing outlook – the latest data suggests that deteriorating market conditions may be easing slightly
House sales – the government has announced plans aim to stop last-minute outbidding in England and Wales
House purchases – recent data from eXp UK indicates homebuyer demand in England dipped in Q2

https://dtbinvestments.co.uk/2026/07/23/residential-property-review-july-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]

In the news63% of UK employees are unaware of the government’s planned 2029 salary sacrifice cap, according to new resea...
14/08/2026

In the news

63% of UK employees are unaware of the government’s planned 2029 salary sacrifice cap, according to new research

Some parents have lost up to £10,000 due to private school fee scams, with average losses of £3,200

Research reveals that one in three adults have not prepared financially for later life

https://dtbinvestments.co.uk/2026/08/03/in-the-news-17/

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]

When you work hard for your money, sacrificed for it, worried about it and perhaps lived through periods where there was...
12/08/2026

When you work hard for your money, sacrificed for it, worried about it and perhaps lived through periods where there wasn’t much spare, your instinct is often to protect it. To keep it safe. To avoid making a wrong move. That is completely understandable, but sometimes money that is overprotected becomes money that underperforms.

https://dtbinvestments.co.uk/2026/07/21/give-your-money-intention/

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]

July Economic Review – The Bank of England holds Bank Rate at 3.75%, UK inflation was less than expected in June, UK con...
07/08/2026

July Economic Review – The Bank of England holds Bank Rate at 3.75%, UK inflation was less than expected in June, UK consumer confidence rise helped by Burnham ‘bounce’, weather and World Cup while business confidence dips

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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