Skip to main content

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 Director and Chartered Financial Planner

Adrian Mahon BA (hons) ACII DipPFS Senior Consultant

Adrian Mahon Senior Financial Planner

Ben Lancaster

Ben Lancaster Senior Financial Planner

Andrea Dingsdale

Andrea Dingsdale Office & Compliance Manager

Mike Webb

Mike Webb Wealth Management Support Manager

Daniel Gordon

Dan Gordon Paraplanner

Shannon Lowe

Shannon Lowe Trainee Paraplanner

Anita Gleeson

Anita Gleeson Administrator

Paul Watson

Paul Watson Investment Committee

Latest posts

Your 2020 Spending Review summary

25 November 2020 Chancellor Rishi Sunak has unveiled the government’s spending plans for the coming year in his Spending Review given on Wednesday 25 November. A Spending Review sets out how the government plans to spend money and what each department will receive. It covers a range of areas, like health, policing, and education. It […]

Why you need to take notice of the Lifetime Allowance

November 23, 2020 There’s no actual limit on the total pension fund you can save for your retirement. However, the Lifetime Allowance (LTA) is the effective maximum you can save without triggering any tax charges. The Labour government introduced the LTA in 2006/07. Less than a decade ago it stood at £1.8 million but, since […]