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We’re Independent and Chartered Financial Planners working with business owners, company directors and senior executives across Manchester, London and the UK.

The Depledge Difference

We’re Chartered

Our Chartered status, as awarded by the Chartered Insurance Institute (CII), is an accolade that acknowledges our dedication to our clients.

We’re independent

Being independent, we can recommend solutions from the whole of the market. Our advice is always bespoke; based entirely on your needs and goals.

We’re highly rated

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 award winning

We’re incredibly proud of our awards and consistently strive to secure designations which demonstrate our commitment to exceptional client outcomes.

Who we work with

We provide bespoke, independent financial planning services to help you and your family achieve financial independence.

Find out more about how we work with people who fall under each of the following categories:

Business Woman

Business owners

We’ll help you to carve out the time and space to take a holistic and thorough approach to your business and personal wealth.

Young female coach, leader having fun with employees, office wor

Company directors

We’ll ensure the demanding nature of your role doesn’t get in the way of the success of your finances, your family and your future.

Businessman Holding coffee Thinking Relax Concept

Senior executives

We’ll help you to balance your career with family life and ensure that your goals, aspirations and everyday needs are taken care of.

Meet the team

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.

From our Financial Planners to our support team, every member of Depledge is committed to providing clients with the best possible service and support.

Andrew Day

Andrew Day ​Principal Financial Planning Director

Daniel Gordon

Dan Gordon Principal Financial Planning Consultant

Lorraine Cregg

Lorraine Cregg Senior Financial Planner

Edward Ainley

Eddy Ainley Financial Planning Consultant

Andrea Dingsdale

Andrea Dingsdale Head of Operations

Mike Webb

Mike Webb Client Support Administration Manager

Sarah Rowson

Sarah Rowson Senior Paraplanner

Nikki Shields

Nikki Shields Client Support Team Leader

Chris Throp

Chris Thorp Paraplanner

Andrew Throp

Andrew Thorp Paraplanner

Anonymous

Suzy Graham Client Support Administrator

Callum Dingsdale

Callum Dingsdale Client Support Administrator

Anita Gleeson

Anita Gleeson Administrator

Gary Myers

Gary Myers Professional Connections

Paul Watson

Paul Watson Investment Committee

Latest posts

Your Q3 2024 global market update

14 October 2024 In July 2024, we reported that despite some fluctuations, all six of the below indices posted positive returns at the end of Q2. Several significant global events have happened since then. Below are the performance figures for six major stock market indices from around the world in Q3 2024. Source: JP Morgan […]

2 important benefits of leaving a charitable donation in your will

14 October 2024 Throughout history, there have been thousands of weird and wonderful bequests found in wills. From William Shakespeare leaving his “second best bed” to his wife, Anne Hathaway, to Harry Houdini leaving a secret code for his wife to contact him in the afterlife, how you decide to leave your legacy is up […]