About us

A mission built on trust and clarity

At Depledge, we’re committed to delivering exceptional service at every stage of your journey with us. Each member of our team takes pride in speaking plain English – no jargon, no confusion – to ensure you feel informed every step of the way.

Our promise is simple: to work with honesty and professionalism, to understand your objectives, and to help you achieve them so you can live the life you deserve.

Providing financial planning advice to help clients identify and achieve their true financial objectives is our mission. Our aim is to be the go-to firm in the north-west for clients with significant family wealth and complex arrangements that require long-term planning.

In developing our team to meet the changing needs of the families we serve across different generations, we take a truly holistic approach. That’s the Depledge difference.

A culture of collaboration

When it comes to financial planning, we’re better together. The Depledge team works collaboratively to ensure everything runs smoothly.

As our client, you’ll have a dedicated and highly qualified financial planner as your key contact. But you’ll also have access to a further team member to assist with day-to-day requests and tasks. Our colleagues are committed to taking responsibility and delivering on what’s been promised to you, always.

Values that define us

Integrity is at the core of everything we do, driving trust and transparency in all our relationships.

As a Chartered, CISI Accredited, and BS8577 Accredited firm, we adhere to the highest standards of ethics and professionalism expected by these professional bodies. This is how we ensure our work always reflects our commitment to putting your best interests first.

Past to present

It’s our belief that wisdom is earned, not given. And with a long heritage as a family business behind us, we’re confident in our abilities to provide excellent advice and top-class service. Read more about our history here.

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Doing our bit

For us, being successful in business isn’t just about getting great results, but giving something back as well. Discover more about the work our team members are doing to support the causes and initiatives that matter most to us.

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Our clients speak

Every member of the Depledge team truly cares for our clients, but don’t just take our word for it. Here’s our feedback for all to see.

100

of clients were satisfied that we understood their needs, goals, aspirations, and objectives.

99.15

of clients believe that working with us has helped or will help them achieve their financial goals.

99.05

of clients who answered definitively would recommend us to their friends, family, or colleagues.

It was important my money matched my values, and Depledge made that possible

Clare Morgan

They’ve turned my financial worries into confidence and control.

Steve Richardson

Introducing clients is about trust, and with Depledge, we have total confidence.

William Annison

I was quickly convinced that Depledge was a company that I could work with and trust.

Financial Planning Testimonials

Rated and reviewed

VouchedFor is the UK’s leading independent review site for financial professionals. It makes us so proud to have hundreds of positive reviews from happy clients of all backgrounds. That’s a seal of approval that lets you know you can always count on us for sound, sensible advice.