Business Details
13 Years
experience
Your Trusted Partner for Financial Planning Solutions
Depledge Strategic Wealth Management is an independent Chartered Financial Planning firm dedicated to delivering bespoke financial solutions for business owners, company directors, and senior executives. Established in 2013, our Chartered status from the Chartered Insurance Institute (CII) reflects our commitment to professional excellence, continuous development, and client-centric service. We operate without ties to specific financial products, enabling us to provide impartial advice tailored to individual client needs. Our team of experienced professionals combines technical expertise with a deep understanding of clients' long-term financial goals, ensuring strategies align with personal circumstances and market dynamics.Recognized as a Top Rated Firm in the VouchedFor guide for seven consecutive years, we prioritize transparency, ethical practices, and client education. Our investment philosophy emphasizes disciplined portfolio management, risk mitigation, and adaptability to economic changes, supported by a robust client feedback system to maintain service excellence. With offices in Manchester and London, we serve clients across the UK, fostering trust through consistent communication, personalized reviews, and a focus on achieving measurable financial outcomes.
Services
Financial Planning
Investment Management
Pension Planning
Tax-Efficient Strategies
Estate Planning
Retirement Advice
Wealth Protection
Inheritance Tax Planning
Portfolio Management
Risk Assessment
Details
- Year established: 2013
Highlights and features
- We hold Chartered Financial Planner status, demonstrating professional excellence and client commitment
- Our independence allows unbiased recommendations from the entire market
- Award-winning firm with seven consecutive VouchedFor Top Rated accolades
- Dedicated to continuous professional development and ethical standards
- Proven track record serving business owners and senior executives since 2013
Associations and certifications
- Chartered Insurance Institute (CII)
- Financial Conduct Authority (FCA)
What people say
Excellent service
Highly recommend
Trust their advice
Peace of mind
Professional guidance
Services
Financial Planning
We create comprehensive financial plans tailored to individual client goals, considering current assets, future aspirations, and market conditions. Our approach combines risk assessment, tax optimization, and regular portfolio reviews to ensure long-term financial security. Clients benefit from personalized strategies that adapt to life changes while maintaining focus on achieving financial independence.
Investment Management
Our investment strategies focus on capital preservation and growth through diversified portfolios aligned with client risk profiles. We employ active monitoring and rebalancing techniques to respond to market fluctuations while maintaining long-term objectives. The service includes access to exclusive funds and regular performance reporting to ensure transparency and alignment with financial goals.
Pension Planning
We specialize in optimizing pension arrangements for maximum tax efficiency and growth potential. Services include pension consolidation, drawdown planning, and lifetime allowance management. Our experts ensure clients maximize retirement income while complying with regulatory requirements, providing confidence in long-term financial security during retirement years.
Estate Planning
Our estate planning service minimizes inheritance tax liabilities while ensuring smooth wealth transfer to beneficiaries. We coordinate wills, trusts, and gifting strategies to protect family assets while maintaining client intentions. The service includes regular reviews to adapt to legislative changes and personal circumstances, ensuring lasting legacy protection.
Tax-Efficient Strategies
We develop customized tax mitigation strategies utilizing ISAs, pensions, and investment vehicles to maximize after-tax returns. Our approach considers income tax, capital gains, and inheritance tax implications across all financial plans. Clients receive ongoing guidance to leverage available allowances and exemptions while maintaining compliance with HMRC regulations.
People
Andrew Day
Principal Financial Planning Director
With over 20 years' experience, Andrew leads our financial planning team, specializing in complex wealth management solutions for business owners. He holds Chartered Financial Planner status and has guided clients through market cycles since founding Depledge in 2013.
Dan Gordon
Principal Financial Planner
Dan provides strategic financial advice to senior executives, focusing on tax-efficient investment structures and retirement planning. His expertise in navigating corporate benefits packages complements his 15 years of experience in independent financial advisory services.
Lorraine Cregg
Senior Financial Planner
Lorraine specializes in helping female entrepreneurs achieve financial independence, with particular expertise in business succession planning. She has been recognized for excellence in client service and holds advanced qualifications in pension transfers.
Andrea Dingsdale
Head of Operations
Andrea oversees our operational processes, ensuring seamless delivery of client services. With a background in financial compliance, she maintains our regulatory standards while optimizing client experience through efficient administrative systems.
Chris Thorp
Paraplanner
Chris provides technical support to financial planners, preparing detailed analysis and recommendations. His role involves maintaining compliance documentation and ensuring all client proposals meet our rigorous quality standards.
Questions
What areas do you cover?
We serve clients across the UK with offices in Manchester and London, providing both in-person and virtual consultations.
Are you regulated by the FCA?
Yes, we are authorized and regulated by the Financial Conduct Authority as an appointed representative of Sense Network Ltd.
How are your fees structured?
We offer transparent fee structures including hourly rates, fixed fees for specific services, and ongoing advice charges, all discussed during initial consultations.
What makes you different from other advisers?
Our Chartered status, seven consecutive VouchedFor Top Rated awards, and exclusive focus on business owners and senior executives distinguish our expertise and service quality.
How often do you review investments?
We conduct comprehensive reviews annually, with quarterly performance updates and ad-hoc adjustments for significant market or personal changes.
Can you help with pension transfers?
Yes, we specialize in pension consolidation and transfers, including complex defined benefit schemes, with appropriate specialist support when required.
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Reviews (4)
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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Andrew and the Depledge team have been advising me for the past 3 years. I am very pleased with the service I have been given. I have absolute confidence in Andrew and have always found his advice to be considered, reliable and appropriate. The back-up from his team is efficient and professional.
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.
