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 newsA third of UK workers feel confident about achieving a comfortable lifestyle when they retireThere are some s...
29/05/2026

In the news

A third of UK workers feel confident about achieving a comfortable lifestyle when they retire

There are some significant disparities across income groups, age and gender

60% of cash Individual Savings Account (ISA) savers would consider moving to a stocks and shares ISA

https://dtbinvestments.co.uk/2026/05/12/in-the-news-15/

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]

Inheritance Tax (IHT) is often viewed as something to think about later on in life. It can feel distant, complicated and...
27/05/2026

Inheritance Tax (IHT) is often viewed as something to think about later on in life. It can feel distant, complicated and easy to put off while you focus on building your career, supporting family and growing your finances. With rising property values, frozen thresholds and more wealth being passed between generations, IHT is becoming relevant to more families than ever before.

https://dtbinvestments.co.uk/2026/05/12/building-wealth-today-planning-for-tomorrow/

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]

Investors are constantly navigating changing narratives. Last year markets rebounded to reach new highs following Presid...
22/05/2026

Investors are constantly navigating changing narratives. Last year markets rebounded to reach new highs following President Trump’s spring trade announcements, despite ongoing geopolitical and economic uncertainty. More recently, the conflict in the Middle East has prompted more market moves.

https://dtbinvestments.co.uk/2026/05/19/the-power-of-participation-markets-move-participation-matters/

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]

From April 2026, changes to Dividend Tax kick in. While most of the Chancellor’s tax announcements from her November Bud...
20/05/2026

From April 2026, changes to Dividend Tax kick in. While most of the Chancellor’s tax announcements from her November Budget will commence towards the end of this Parliament, this was one of the most imminent changes.

https://dtbinvestments.co.uk/2026/04/21/dividend-tax-whats-changing/

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]

Growing dividends are good for investors because they provide a rising passive income stream, help protect purchasing po...
18/05/2026

Growing dividends are good for investors because they provide a rising passive income stream, help protect purchasing power against inflation, and act as a reliable indicator of a company's underlying financial health and profitability.

UK dividend expectations for the year ahead are positive, according to the latest dividend monitor1. Dividends are forecast to reach £88.8bn in 2026, representing a 1.5% headline increase.

https://dtbinvestments.co.uk/2026/04/14/dividend-outlook-growth-expectations-for-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]

New research highlights a growing preference among UK workers for a gradual transition into retirement, rather than a ‘h...
15/05/2026

New research highlights a growing preference among UK workers for a gradual transition into retirement, rather than a ‘hard stop’ where work ends entirely.

Fewer than a quarter (24%) of workers expect to stop working altogether when they reach retirement age. The majority plan to either change the way they work (43%), continue in their current role (15%), or move into a new position (9%).

https://dtbinvestments.co.uk/2026/03/31/the-gradual-retirement-trend-making-the-right-choices/

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]

13/05/2026

Global growth forecasts have edged higher for 2026 - but uncertain times remain in light of recent events. How should investors respond? Be informed

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]

Investor confidence is rising - but discipline matters. Those taking advice are more likely to increase contributions an...
11/05/2026

Investor confidence is rising - but discipline matters. Those taking advice are more likely to increase contributions and stay focused in the long term than those not

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

Website

Alerts

Be the first to know and let us send you an email when DTB Investments posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category