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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 Head of Operations

Mike Webb

Mike Webb Client Support Administration Manager

Nikki Shields

Nikki Shields Senior Client Support Administrator

Anita Gleeson

Anita Gleeson Administrator

Sarah Rowson

Sarah Rowson Paraplanner

Chris Throp

Chris Thorp Paraplanner

Kaya Bowden

Kaya Bowden Paraplanning Administrator

Andrew Throp

Andrew Thorp Client & Paraplanning Support

Latest posts

Everything you need to know about the 2023 Autumn Statement

22nd November 2023 On 22 November 2023, chancellor Jeremy Hunt delivered the Autumn Statement against a backdrop of a cost of living crisis and a looming general election. It’s been a challenging year with inflation dominating headlines. While inflation has fallen, it’s still higher than the Bank of England’s 2% target at 4.6% in the […]
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Wealth and happiness are inextricably linked. Here’s how

2nd November 2023 “Money can’t buy happiness.” This is a phrase you have likely seen, and perhaps said, many times over the course of your life. While whoever first coined the phrase may be correct in theory, research now shows that the link between wealth and wellbeing is actually very strong.  Indeed, we don’t often […]
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Q3 2023 global market update

2nd November 2023After the continued market shocks that rocked investors’ confidence throughout 2022, the first half of 2023 brought some welcome relief.  As we reported in our Q2 global market update, a number of key stock market indices posted positive returns in June – but for the most part, this uptick was brief. Nevertheless, the […]
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