Reviews and Ratings for Financial adviser Andrew Day
Principal Financial Planning Director

Andrew Day

Chartered Financial Planner

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

Certified Financial Planner™

The CFP certification is recognised globally as the gold standard for financial planning professionals.

Fellow of the PFS

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

RAS Retirement Advice Standard

The Retirement Advice Standard aims to assist people and their families in finding trusted financial advisers who understand financial needs at the point of, and throughout, retirement.

LLAA Later Life Adviser Accreditation

Having been developed over a number of years, the Later Life Adviser Accreditation (LLAA) has now become established as the Gold Standard for those advising in the later life market. In addition to being a stand-alone award, it is also the basis of membership of the Society of Later Life Advisers (SOLLA).

Contact

0161 808 0201
[email protected]

At work

Andrew started in financial services at the age of 24 and became a regulated adviser in 1999 at the age of 27. He has been an adviser for more than 25 years and has built a fantastic reputation as one of the most dedicated, qualified, and well-known advisers in the UK.

Andrew has worked for an actuarial arm of a major international bank, an investment management firm, a firm of stockbrokers, and a national Chartered financial planning firm.

Andrew established Depledge Strategic Wealth Management in 2013, and has been the driving force in continuing to grow the business and the team over the years.

At the beginning of his career, Andrew set about gaining as much knowledge as he could. He was pleased to attain Chartered financial planner status in 2006, followed by becoming a Fellow of the Personal Finance Society shortly afterwards. Andrew is still striving to increase his knowledge and has recently passed advanced level qualifications with the CISI to become a Certified Financial Planner and is accredited with the Society of Later Life Advisers (SOLLA).

Andrew works with a range of clients. Many are directors, business owners, and people in senior positions. He specialises in helping his clients get financially organised, maximise their tax efficiencies, and achieve financial independence as soon as possible.

Many of his clients choose to continue working on their own terms, but through financial planning, they can achieve a balanced lifestyle between work, travel, family, and various other pursuits and activities.

At home

Outside of work, Andrew is very much a family man. He has been married for 24 years and has a 20-year-old son and a 14-year-old daughter.

Andrew is a keen tennis player. He won a singles tournament at age 50, and is the captain of the Winter 4ths and Summer 5ths at his local club. He’s looking for a double promotion in 2025.

Andrew has also been a competitive swimmer since the age of eight, and still competes in outdoor events across the country. He was pleased to have come second in his age group in the 2019, 2021 and 2022 Dee Mile in Chester, and to have had a strong finish in the 5k Great North Swim in Windermere.

At age 10, Andrew received a Royal Humane Society Award for saving a man’s life.

Statement of Professional Standing Accreditations

Accreditations

  • Chartered Financial Planner

    Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

  • Certified Financial Planner™

    The CFP certification is recognised globally as the gold standard for financial planning professionals.

  • Fellow of the PFS

    To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

  • RAS Retirement Advice Standard

    The Retirement Advice Standard aims to assist people and their families in finding trusted financial advisers who understand financial needs at the point of, and throughout, retirement.

  • LLAA Later Life Adviser Accreditation

    Having been developed over a number of years, the Later Life Adviser Accreditation (LLAA) has now become established as the Gold Standard for those advising in the later life market. In addition to being a stand-alone award, it is also the basis of membership of the Society of Later Life Advisers (SOLLA).
Qualifications

Qualifications

  • Certificate in Advanced Financial Planning

    This is a single three-hour narrative paper at Level 6. It covers: the financial planning process; existing provisions for realising objectives; retirement and estate planning; risk management; financial and budgetary management; and creating a financial plan.

  • Diploma in Advanced Financial Planning

    This is an assessment at Level 7. To pass, the candidate must satisfactorily complete a financial planning report and recommendations relative to a specific client case study provided by the CISI.

  • IA Investment Advice

    This Diploma covers Regulation, Ethics, Investment Principles, Risk and Personal Taxation. Specialist units cover advising in Securities, Derivatives and Packaged Products.

  • Introduction to Securities and Investments

    This award provides individuals with a basic introduction to the financial services industry with a focus on investments.

  • Advanced Diploma in Financial Planning

    This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.

  • Diploma in Financial Planning

    This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

  • Certificate in Financial Services (General Route)

    This route develops knowledge and understanding of the financial services industry in general, including regulation and legislation, and the fundamental aspects of customer service, administration and marketing in financial services, and key retail investment products.

  • Certificate in Financial Planning (Life & Pensions route)

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

  • Award in Long Term Care Insurance

    This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

  • LLB (Hons) Law Degree

  • Postgraduate Diploma in Legal Practice

In the spotlight

The proudest moment of my career was:

Achieving the Chartered Financial Planner status in 2006 and then completing the CISI LEVEL 7 Case Study qualification (some 15 years later) in 2021 to become a Certified Financial Planner.

The three things I love most about my job are:

Meeting people from such a wide variety of backgrounds; making a difference to people’s lives; and having a purpose and using my experience to help people thrive in the profession.

The types of people I most enjoy working with are:

People with complex arrangements and requirements – I really enjoy helping them to live life to the full.

Our team

When you’ve been doing financial planning as long as our specialists have, it’s second nature. Here’s where you can get to know each of us a little better.

Meet our full team

Daniel Gordon Principal Chartered Financial Planner
Lorraine Cregg Chartered Financial Planner
Edward Ainley Chartered Financial Planner
Andrea Dingsdale Head of Operations
Mike Webb Client Support Administration Manager
Sarah Rowson Senior Paraplanner
Nikki Shields Client Support Team Leader

Resources

Sharing is caring. That’s why we regularly pass on our financial wisdom through posts, guides, videos, and more. Take your first steps to better money know-how here.

View all resources

05 November 2025 2 fantastic ways to invest for children and help set them up for life Read further 05 November 2025 As Inheritance Tax investigations soar, here’s how to avoid HMRC scrutiny  Read further 05 November 2025 Is there an AI bubble? Is it about to burst? Your questions answered Read further 15 October 2025 Your Q3 2025 global market update Read further

Let’s do this

Whenever you’re ready for a helping hand, send us a message. One of our friendly team members will be in touch to discuss how we can make your financial situation better.

0161 8080200

[email protected]

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