We're Independent and Chartered Financial Planners working with business owners, company directors and senior executives across Manchester, London and the UK. Our Chartered status, as awarded by the Chartered Insurance Institute (CII), is an accolade that acknowledges our dedication to our clients.
Our firm's high VouchedFor score demonstrates our commitment to providing first-class advice, service and support to every one of our clients. We're incredibly proud of our awards and consistently strive to secure designations which demonstrate our commitment to exceptional client outcomes. We provide bespoke, independent financial planning services to help you and your family achieve financial independence.
Our firm's high VouchedFor score demonstrates our commitment to providing first-class advice, service and support to every one of our clients. We're incredibly proud of our awards and consistently strive to secure designations which demonstrate our commitment to exceptional client outcomes. We provide bespoke, independent financial planning services to help you and your family achieve financial independence.
Services
Our team are driven to serve our clients to the highest standards. We want Depledge Strategic Wealth Management to be synonymous with trust, integrity and sound judgement. We believe that treating customers fairly is about delivering a fair outcome to our customers whilst offering a first-class business service.
Not only that, we are highly rated by our clients and have received numerous industry awards over recent years. In addition, we recently asked our clients in a recent survey, "what's the single biggest benefit you get from working with us?". Some of their answers have been detailed below; they support the reasons why we are different from most advisers and planners.
Andrew first became a regulated adviser in 1999 at the age of 27; he has now been an adviser for over 20 years and has built a fantastic reputation as one of the most dedicated, qualified and well known advisers in the UK. This was recently evidenced by making the final three of the flagship PFS award - The Chartered Financial Planner of the Year 2020.
Adrian has worked in financial services for more than 30 years. Before becoming a Financial Planner, Adrian worked nationally for Royal & Sun Alliance, Friends Provident and Aviva, in various sales and management roles. Here at Depledge, Adrian specialises in working with people who are approaching or who have reached retirement.
Ben has several years of financial planning experience and joined Depledge SWM after a long and successful period with Tilney, where he worked closely with the partner in the Manchester office providing expert advice on a wide range of complex issues.
Like Andrew, Ben is a Chartered Financial Planner and is also recognised as a pension transfer specialist - both of which demonstrate his commitment to the profession and a willingness to go far beyond the minimum qualification requirements so that he can provide the highest quality of advice.
Like Andrew, Ben is a Chartered Financial Planner and is also recognised as a pension transfer specialist - both of which demonstrate his commitment to the profession and a willingness to go far beyond the minimum qualification requirements so that he can provide the highest quality of advice.
Reviews (9)
David Tracey
Dec 24, 2019
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I have been delighted with Andrew and his team's advice over the last three years or so. The service is first class and they make you feel that your investments are as important to them as they are to you. Regular reviews with useful feedback have in my experience differentiated Depledge from their competitors (especially the more expensive brands. I am happy to recommend Andrew and his team if anybody needs this.
Michael Amos
Nov 30, 2019
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I have had financial advice from Depledge for many years. The service they offer fully supports my needs of low risk investment growth. The main advantage over others is the personal aspects they offer and the large range of risk assessed investment tools they use in their analysis. The comprehensive service they have provided has served me well without undue concern although the financial markets have been so volatile.
Patrick
Nov 06, 2019
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Chris Bulmer
Sep 20, 2019
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Depledge have been one of the best financial decisions I've ever made. Their performance is superb, they're proactive, in that their strategic thinking is way in advance of global market conditions and the changes that they recommend turn out to be good choices. Their service is also exceptional and it's great value for money overall.
David Ferguson
Jul 23, 2019
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Maureen Green
Jul 20, 2019
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We have been with Depledge Strategic Wealth Management Ltd for three years and have met with
Andrew Day and dealt mainly with Adrian Mahon.
In this time we have seen the introduction of new websites which are easy to use and allow us to
track the performance of our portfolio.
The advice we have received regarding portfolio adjustments has been clear and effective.
Although the recent political and economic climate has not been conducive to rapid and sustainable
growth nevertheless we are happy with how the portfolio is performing.
Andrew Day and dealt mainly with Adrian Mahon.
In this time we have seen the introduction of new websites which are easy to use and allow us to
track the performance of our portfolio.
The advice we have received regarding portfolio adjustments has been clear and effective.
Although the recent political and economic climate has not been conducive to rapid and sustainable
growth nevertheless we are happy with how the portfolio is performing.
Steve Hughes
Jun 05, 2019
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Robert Bruce
May 28, 2019
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I have worked with Depledge since the start having had financial advice from the team in previous employment. I have always found the advice to be both professional and relevant to me and my family. With their help I have grown my portfolio considerably and at a level of risk that I have been completely happy with.
Paul C.
Aug 31, 2018
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I have been using Andrew Day and the team at Depledge for a few years now to manage my pension fund. The service has always been quick, friendly, and professional. They always take the time to explain everything in detail and provide insight into the decisions made regarding the investments selected. They always reply promptly to any queries, or acknowledge receipt of the query and provide a time by which a response will be provided. My requirements are also consistently reviewed to see if I have the correct products and cover for my current circumstances, advising me to stop paying for anything
