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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.

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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.

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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.

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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.

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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 ​Principal Financial Planning Director

Ben Lancaster

Ben Lancaster Associate Financial Planning Director

Adrian Mahon BA (hons) ACII DipPFS Senior Consultant

Adrian Mahon Associate Financial Planning Director

Daniel Gordon

Dan Gordon Financial Planning Consultant

Andrea Dingsdale

Andrea Dingsdale Operations Manager

Mike Webb

Mike Webb Wealth Management Support Manager

Nikki Shields

Nikki Shields Senior Client Support Administrator

Anita Gleeson

Anita Gleeson Administrator

Adam Walker

Adam Walker Paraplanner

Anonymous

Sarah Rowson Paraplanner

Anonymous

Kaya Bowden Paraplanning Administrator

Latest posts

All the winners and losers from the 2023 spring Budget

15/03/2023 Just six months ago, Kwasi Kwarteng stood up in the House of Commons and delivered his controversial “mini-Budget”. The announcements ultimately brought down the short-lived Truss administration, with current chancellor, Jeremy Hunt, announcing a series of policy measures in November 2022 aimed at calming the markets. Having taken “difficult decisions to deliver stability and […]
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Your spring Budget update – the key news from the chancellor’s statement

15/03/2023 On Wednesday 15 March 2023, chancellor Jeremy Hunt presented his spring Budget. Focusing on the government’s aims to halve inflation, reduce public debt, and boost economic growth, Hunt delivered his first official Budget alongside the latest economic and fiscal outlook from the Office for Budget Responsibility (OBR). “Despite continuing global instability, the OBR report […]
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