Depledge Strategic Wealth Management Ltd
Initial consultation free
Independent
We are a firm of Chartered, Independent Financial Planners, specialising in working with business owners, company directors and senior executives.
We also work with vulnerable clients, divorcees, long-term care clients & inheritance tax planning issues.
We can advise you on
Clients
helped
232helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Andrew Day LLB(hons) FPFS
Principal Director and Specialist Retirement Planner
Mr Daniel Gordon
Financial Planning Consultant
Ms Lorraine Cregg
Financial Planning Consultant
Mr Edward Ainley
Financial Planning Consultant
What our clients say
a
Anthony
Have known Andrew for about 20 years and does all my investments.
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Patrick
Andrew fully understood our needs. He reviewed our investments and advised us clearly. We were reassured by his experience. He continues to manage our portfolio. The outcome has exceeded our...
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Graham
My main aim was to secure my future and I wanted expert advice to achieve this. Andrew has advised me over more than 15 years to make the most of my savings from income being tax efficient and savvy...
j
John
Andrew has handled my pension fund and investments for the past 7 years. His advice has been sound and I am comfortable with the way my funds are managed by Andrew's use of specialists and associates...
m
Mike
I had accumulated money from earnings and I wanted to take advice on what to do with it. Andrew put in place a ongoing strategy and discipline to review and make the most of my finances.
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Peter
I have had previous very bad experience with IFAs. I was looking to change and followed Paul Lewis (BBC Moneybox) advice, which included using a service like Vouchedfor. The whole process of finding...
Compliance
Depledge Strategic Wealth Management Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. You can find Depledge Strategic Wealth Management Ltd on the FCA register by clicking here. Registered in England & Wales. Company number: 08524954. Registered Office: Progress House, 396 Wilmslow Road, Withington, Manchester, Manchester, United Kingdom, M20 3BN. The information contained within our website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.
Legal information
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