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
Ben Lancaster Associate Financial Planning Director
Adrian Mahon Associate Financial Planning Director
Dan Gordon Financial Planning Consultant
Andrea Dingsdale Operations Manager
Mike Webb Wealth Management Support Manager
Nikki Shields Senior Client Support Administrator
Anita Gleeson Administrator
Adam Walker Paraplanner
Sarah Rowson Paraplanner