Skip to main content

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

Your Q3 2019 market commentary

Even by recent standards, the third quarter of 2019 was unpredictable and volatile. Brexit continues to dominate the headlines in both the UK and in Europe, and the election of a new prime minister appears to have increased the chances of a disorderly exit from the European Union. In your Q3 2019 market commentary, we […]

5 scary financial mistakes you’ll want to avoid this Halloween

If you have children or grandchildren, you’ll be aware how important Halloween has become in recent years. Brits now spend an eye-watering £400 million on the spooky holiday, on everything from costumes to sweet treats. So, with Halloween just around the corner, we’ve highlighted five scary financial mistakes you should avoid this October 31… Taking […]

Good Money Week and the rise of ethical and sustainable investing

The world is facing some major problems. Climate change has risen to the top of the political agenda, with millions taking to the street to implore governments to act. The impact of extreme weather is being seen everywhere from Whaley Bridge to the Caribbean. And, there have been question marks over the representation of women […]