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

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

Mike Webb

Mike Webb Wealth Management Support Manager

Andrea Dingsdale

Andrea Dingsdale Office & Compliance Manager

Anita Gleeson

Anita Gleeson Administrator

Daniel Gordon

Dan Gordon Trainee Paraplanner

Shannon Lowe

Shannon Lowe Trainee Paraplanner

Anonymous

Judy Tsang Paraplanner

Mark Allen

Mark Allen IT Support

Latest posts

Maximising investments for children and grandchildren

Did you know that, according to HM Revenue and Customs, more than 10,000 children already have pension plans in place? If you consider that there were more than 900,000 Junior ISAs subscribed to in the 2017/18 tax year, then it’s clear that many parents and grandparents are planning for their child’s future using these investments. […]

Why financial planning advice is still essential later in life

Last tax year, Brits paid £5.4 billion in Inheritance Tax (IHT). The most recent available figures show that 5% of all estates now pay IHT, and so mitigating any potential liability is crucial if you want to avoid leaving your beneficiaries with a bill on your death. New research has found that more than £17 […]