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
About us
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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.
Why choose us
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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 Day
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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 Mahon
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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 Lancaster
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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.
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