Mission Statement
Our company’s foundation is built on our values and the high levels of professional standards that we have incorporated to guide our actions. We conduct our business in a socially responsible and ethical manner. We support universal human rights, protect the environment and benefit the communities where we work.
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 Principal Financial Planning Director
Dan Gordon Principal Financial Planning Consultant
Lorraine Cregg Senior Financial Planner
Eddy Ainley Financial Planning Consultant
Andrea Dingsdale Head of Operations
Mike Webb Client Support Administration Manager
Sarah Rowson Senior Paraplanner
Nikki Shields Client Support Team Leader
Chris Thorp Paraplanner
Andrew Thorp Paraplanner
Suzy Graham Client Support Administrator
Callum Dingsdale Client Support Administrator
Anita Gleeson Administrator
Gary Myers Professional Connections
