Independent Financial Solutions
We are an independent financial planning firm specialising in wealth management for current and retired senior managers and Directors.
Chartered Financial Planners
We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners and confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff.
Only the UK’s premier financial planning firms qualify for Chartered status so you know that when you use a Chartered firm you are dealing with proven professionals. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support – speak to us.
We’re Vouched For
Vouchedfor is a review site for financial advisers, a little like TripAdvisor is for the travel industry. Our Principal Director, Andrew Day LLB (Hons) FPFS is listed on the site which provides independently verified reviews from clients on the services they receive from Depledge Strategic Wealth Management.
With you for the journey
Depledge Strategic Wealth Management has been created to assist its clients through the maze of wealth management services and offer a long term trusted partner.
Robust Investment Management
With years of experience our investment strategies have stood the test of time. Our robust processes steer investment decisions designed to protect and grow assets.
A Personal Touch
Clear and Concise
We embrace the value of communicating clearly with our clients and providing clarity on how our service works, what you can expect and how much our service costs.
Independent Financial Advice
We are committed to independent advice, constructing financial solutions using products from the whole of the market. Financial advice is provided exclusively by qualified and experienced practitioners, and is regulated by the Financial Conduct Authority.
Our business is about our clients. Meeting and exceeding client expectations is embedded into our culture. We welcome regular feedback as we continually strive to deliver outstanding service and value for our clients.