Contact Andrew
andrewday@depledgeswm.com
0161 808 0201 | 07702 070487
Accreditations
Qualifications
- Fellow of the Personal Finance Society
- Chartered Financial Planner
- Certified Financial Planner
- LLB (Hons) Law Degree
- Postgraduate Diploma in Legal Practice
- CISI Level 6 Advanced Financial Planning
- CISI Level 7 Advanced Financial Planning
- CISI Investment Advice Certificate
- CISI Securities Representative
- CII Advanced Diploma in Financial Planning
- CII Diploma in Financial Planning
- CII Certificate in Financial Planning
- CII Certificate in Life & Pensions
- CII Award in Long-Term Care Insurance
At work
Andrew first became a regulated financial planner in 1999 at the age of 27; he has now been an adviser for over 26 years and has built a fantastic reputation as one of the most dedicated, qualified, and well-known planners in the UK. This has been evidenced by making the final three of the PFS Chartered Financial Planner of the Year in 2020, 2021, 2022 and 2024 and becoming the PFS Investment Specialist of the Year 2022.
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. He established Depledge SWM in 2013 and has been the driving force in continuing to grow the business and the team over the last 11 years.
Having started in financial services at the age of 24, Andrew immediately 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 Personal Finance Society shortly afterwards. Andrew is still striving to increase his knowledge have recently passed advanced level qualifications with the CISI to become a Certified Financial Planner in 2021 and Accredited with the Society of Later Life advisers in 2022. Andrew now helps the CISI with creating case studies for it highest level of qualification.
Andrew works with a range of clients, but many are directors, business owners and people in senior positions. He specialises in helping these people to get financially organised, maximise 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 pursuits and activities.
At home
Outside work, Andrew is very much a family man; he has been married 25 years and has a 20 year-old son and a 14 year-old daughter.
He finds the time to play the odd round of golf and enjoys playing tennis where he has captained the 5th team at Bramhall Lawn Tennis Club in the last few years.
Andrew has also been a competitive swimmer since the age of 8 and still competes in outdoor events across the country. He was pleased to come second in his age group in the 2019, 2021 and 2022 Dee Mile in Chester and a strong finish in the 5k Great North Swim in Windermere.
The important stuff
All regulated financial planners must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Andrew’s entry here. Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Andrew’s.