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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

Ben Lancaster

Ben Lancaster Associate Financial Planning Director

Adrian Mahon BA (hons) ACII DipPFS Senior Consultant

Adrian Mahon Associate Financial Planning Director

Daniel Gordon

Dan Gordon Financial Planning Consultant

Andrea Dingsdale

Andrea Dingsdale Operations Manager

Mike Webb

Mike Webb Wealth Management Support Manager

Nikki Shields

Nikki Shields Senior Client Support Administrator

Anita Gleeson

Anita Gleeson Administrator

Adam Walker

Adam Walker Trainee Paraplanner


Sarah Rowson Paraplanner


Kaya Bowden Paraplanning Administrator

Latest posts

Your Q4 2022 market update

17 January 2023 Last quarter, we reported a continuation of the market volatility that was prevalent throughout most of 2022.  The Russian invasion of Ukraine, attempts by central banks to handle rising inflation, and the long-lasting economic effects of the Covid-19 pandemic all took their toll on global stock markets, leading to downturns in many […]

3 practical ways to mitigate your Capital Gains Tax bill in 2023

17 January 2023 In his November 2022 autumn statement, chancellor Jeremy Hunt laid out a series of tax break squeezes that will potentially increase the amount of tax paid on some forms of unearned income. In the statement, Hunt announced that the Capital Gains Tax (CGT) annual exempt amount and Dividend Allowance will both be […]