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 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.
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.
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 Principal Financial Planning Director
Ben Lancaster Associate Financial Planning Director
Adrian Mahon Associate Financial Planning Director
Dan Gordon Financial Planning Consultant
Andrea Dingsdale Operations Manager
Mike Webb Wealth Management Support Manager
Nikki Shields Senior Client Support Administrator
Anita Gleeson Administrator
Adam Walker Paraplanner
Sarah Rowson Paraplanner
Kaya Bowden Paraplanning Administrator
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