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.
We believe that treating customers fairly is about delivering a fair outcome to our customers whilst offering a first-class business service. It’s embedded in our culture and core values, and our clients can be assured of these as being:
- We are open about the way we carry out our business and how we are remunerated
- We welcome client feedback on a regular basis
- We encourage all our staff to continue with their professional development
- Our business is about our clients, and we are always conscious of this
From our Financial Planners to our support team, every member of Depledge is committed to providing clients with the best possible service and support.
Meet the Team
Andrew Day Director and Chartered Financial Planner
Adrian Mahon Senior Financial Planner
Mike Webb Wealth Management Support Manager
Andrea Dingsdale Office & Compliance Manager
Anita Gleeson Administrator
Dan Gordon Trainee Paraplanner
Shannon Lowe Trainee Paraplanner
Judy Tsang Paraplanner
