Together, we’re better

Financial planning is complicated, but that doesn’t mean it has to be confusing. With experienced specialists like ours by your side, you’ll have the clarity you need to banish money worries for good, and build the fulfilling life you and your family deserve.

Is this you?

When our financial experts first meet new clients, they typically hear one of these three things. Just know that, whatever your circumstances, you can always get the support you need from us.

I want to enjoy life and provide for loved ones in retirement

I’m recently divorced or bereaved and need some support

I’d like a better work-life balance without money worries

A culture of collaboration

When it comes to financial planning, we’re better together. Our team works collaboratively to ensure everything runs smoothly.

Values that define us

Integrity is at the core of everything we do, driving trust and transparency in all our relationships.

A mission built on trust and clarity

We’re committed to delivering exceptional service at every stage of your journey with us. Our promise is simple: to work with honesty and professionalism, to understand your objectives, and to help you achieve them so you can live the life you deserve.

About us

Our clients speak

Every member of the Depledge team truly cares for our clients, but don’t just take our word for it. Here’s our feedback for all to see.

100

of clients were satisfied that we understood their needs, goals, aspirations, and objectives.

99.15

of clients believe that working with us has helped or will help them achieve their financial goals.

99.05

of clients who answered definitively would recommend us to their friends, family, or colleagues.

It was important my money matched my values, and Depledge made that possible
Clare Morgan
They’ve turned my financial worries into confidence and control.
Steve Richardson
Introducing clients is about trust, and with Depledge, we have total confidence.
William Annison
I was quickly convinced that Depledge was a company that I could work with and trust.
Financial Planning Testimonials
Depledge Strategic Wealth Management Ltd profile
Rated and reviewed

VouchedFor is the UK’s leading independent review site for financial professionals. It makes us so proud to have hundreds of positive reviews from happy clients of all backgrounds. That’s a seal of approval that lets you know you can always count on us for sound, sensible advice.

Resources

Sharing is caring. That’s why we regularly pass on our financial wisdom through posts, guides, videos, and more. Take your first steps to better money know-how here.

View all resources

Contact us
Depledge Strategic Wealth Management
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