Although it might feel like the 2024 festive period has just ended, Christmas and the end of 2025 are just around the corner after another whirlwind 12 months.
2025 has been a busy year for us here at DBL Asset Management. We have worked hard throughout the year to provide a service that gives you complete confidence in your wealth, and reassurance that you are on track towards achieving your objectives.
As the year winds to a close, it is a good opportunity to reflect. So, to give you a sense of what has been happening here throughout 2025, we have put together a “DBL Asset Management year in numbers” featuring the key facts and figures that sum up our past 12 months.
44: The number of mailers and newsletters we delivered to you
As many of you will know, we actively stay in contact with you throughout the year through regular mailers and newsletters. This lets you touch base with us between review meetings and any other communications.
As of 1 December, we have sent a total of 44 email communications to you. Those consisted of:
- 11 newsletters to professionals and business owners on our “Life after hours” (LAH) proposition, offering useful information to help you manage your wealth
- 11 newsletters to our rugby players and professionals on our “Life after sport” (LAS) proposition, containing detailed insights into managing wealth specifically for those working in professional rugby
- 11 4Ed mailers, providing regular updates on Ed Slater and his battle with Motor Neurone Disease (MND), including the fundraising support he receives from the wider rugby community
- 4 Quarterly Investment Reviews, updating you on the funds held within your investments with Quilter
- 3 VouchedFor mailers, some announcing our Top Rated status on VouchedFor, and others requesting your feedback (more on this in a moment)
- 1 Spring Statement update, delivering the announcements from the chancellor in March on the latest fiscal plans of the government
- 1 Autumn Budget update, providing the same insights as above from the main government fiscal policy announcement in November
- 1 Autumn Budget drop-in session mailer, offering you the chance to book a 25-minute slot for an online discussion about changes announced in the Budget
- 1 Client Agreement update, giving you all the latest changes to our Client Agreement, straight to your inbox.
On top of those figures, we also resend insights such as our newsletters, VouchedFor updates, and Budget announcement mailers if you do not open them straight away. This helps ensure you do not miss them in your inbox.
We hope you have found these communications useful this year in staying up to date with your finances, and we will continue to send them in 2026.
Please let us know if there is anything you would like to see more of next year.
6: Your most-read articles of the year
If you are subscribed to our newsletters, you will find useful insights and information to help you manage your wealth.
Below are your six most-read articles of 2025 for both our LAH and LAS newsletters:
LAH
The “wealth tax” proposal: What a wealth tax could look like and how it might affect you
Why holding cash could cost you money in 2025
5 common pension mistakes you should avoid when you reach age 60
LAS
Has playing professional rugby made you a HENRY? Here is what you need to know
How to manage the loss of identity many rugby players feel after hanging up their boots
3 tips for maximising sponsorship earnings tax-efficiently
We are glad to see that you found these articles so useful. As ever, if there are any topics you would like us to write about, please let us know.
34: New VouchedFor reviews for Dacre and Mark
As mentioned above, we sent mailers this year announcing our VouchedFor Top Rated status and requesting feedback if you have not already left it.
VouchedFor is an independent review site exclusively for financial advisers and planners. Clients can leave a score and a review for their adviser based on how they feel about the advice, service, and value for money they received.
Receiving positive feedback on VouchedFor is incredibly meaningful for us for two reasons.
Firstly, it is directly from clients, who are the best arbiters of whether our service is effective. Knowing that we are doing a good job for you is the most important part of what we do.
Secondly, good feedback and ratings give potential clients the confidence they need that we are a trustworthy firm acting in their best interest. So, when you leave us a positive review, you help someone else find a financial adviser, too.
In 2025, Dacre and Mark received 34 VouchedFor reviews between them:
- Dacre received 25 client reviews, taking him to 177 reviews and a 4.8/5 rating.
- Mark received nine client reviews and one first impression review from a prospective client, taking him to 55 reviews and a 4.9/5 rating.
These excellent reviews have led to Dacre, Mark, and the firm achieving Top Rated status on the platform.
Top Rated status is awarded to advisers and firms with the highest positive reviews. The list of these individuals was published in the Times and the Telegraph.
This puts Dacre and Mark among the best advisers in the country for client feedback, and DBL Asset Management among the best firms.
A big thank you to everyone who has left us a review on VouchedFor. If you have not yet done so, we would be very grateful if you could. Simply navigate to the review page of your adviser, scroll down to reviews, and select “Write your own review”.
15,375: The number of visits to our website
Finally, a quick look at visits to our website and our most popular pages.
Our website is effectively our shop window, an opportunity to make a good first impression with clients and prospective clients looking for a financial planner.
We hope you will agree that our site is a great representation of who we are. With clear explanations of our two services, LAH and LAS, and our “About us” page that gives a glimpse into the team behind DBL Asset Management, we are incredibly proud of what you will see when you find us online.
In 2025, we received 15,375 visits to our website, with 8,007 of those coming from within the UK. Of those visits, some of the most popular pages were:
- Our homepage
- Our “Meet the team” page
- 6 of the best Robert Burns quotes to inspire you in the new year
- 8 undeniable reasons why rugby is better than football
- The login page for our Insight client area.
If you were one of the 15,000 who visited the site this year, we hope you found what you were looking for. Please let us know what you thought of your experience using it.
Get in touch
We hope this round-up of the big numbers has given you a good look under the hood of what else has been going on at DBL Asset Management this year.
Finally, we just wanted to say a huge thank you to all our clients for choosing us to help manage your wealth in 2025. It is a great privilege to know you and your families, and not one we take for granted.
As ever, if you have any questions or queries about your financial plan, please email enquiries@dbl-am.com or call 01625 529 499 to speak to us today.
Otherwise, we wish you all a very merry Christmas and a happy, healthy new year. We look forward to serving you all in 2026.
Please note
This article is for general information only and does not constitute advice. The information is aimed at retail clients only.
All information is correct as of the time of writing and is subject to change in the future.