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Why choose us
Your relationship with us will be built on mutual respect and understanding, and a strong set of shared values and principles.
Bespoke family financial planning
We offer advice which considers the needs of the whole family, working with you to maximise the impact that your wealth can have, for the rest of your life and after your death. We encourage open communication between family members and other parties to the planning, but we keep all information confidential. Where requested we can design an overarching plan that caters for the needs of all.
Deep Dive clients value our commitment to refraining from providing advice unless confident that the benefits significantly outweigh the costs.
Evidence based investing
We offer exclusive access to ultra-efficient portfolios based on three decades of academic research conducted by Nobel prize-winning economists. Our advice in every area is always fully independent, and we believe that the guarantee of lower cost is preferable to promises of outperformance. Our techniques are rigorously tested and we focus on what has always worked, not on what fund managers would have us believe is the Next Big Thing.
Planning for decades
Our philosophy revolves around families, and helping them to gain the best outcomes in life from the assets they hold. By working closely with you to establish the long-term goals you have for your future, we can deliver the right benefit at the right time to the right person.
Specialist tax techniques
Through us, you have access to individually negotiated terms from some of the UK’s leading Inheritance Tax-friendly investment providers. The savings you make with our expert help will all be in line with the latest government legislation, and allow you to keep hold of more of your family’s hard-earned wealth.
Proper advice, proper service
In today’s world, too many companies, from the cheapest supermarkets to the wealthiest banks, increasingly expect their customers to serve themselves. At Deep Dive we will guide you through the process, offer clarity through positive advice and do all the heavy lifting for you.
Mike and Eve
Clients since 2010
Working with Deep Dive, reliable is the word that comes to mind.
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Nicholas
Client since 2013
He's been the adviser for my grandfather, then my parents and me and my brothers as well, so, it's been a long time.
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Jamie Kyte, Chartered Financial Planner
Pete’s used to doing this and creating plans for people so that they know how to reduce their inheritance tax, but also ensure that they’ve got enough money no matter what.
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Andrew and Fiona
Clients since 2013
Peter's always very helpful and up to date. He’s very easy to get hold of. He’s always available on the telephone always on email.
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Jacqueline Berry, My Care Consultant
It is so important, as a duty of care, to speak to an appropriate financial adviser.
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Tom
Client since 2013
I've come to him with a lot of questions that I wasn't necessarily expecting him to have answers to, and he's always delivered.
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