Andrew established Depledge Strategic Wealth Management following 18 years within the financial services industry. Andrew commented at outset that
‘The formation of Depledge Strategic Wealth Management Limited is the combination of his wide experience in the field of financial advice and the need to create a trusted financial advice practice. To meet clients on-going demands we combine quality investment advice with high level financial planning advice. All my experience across stockbroking, actuarial, investment management and chartered financial planning practices has gone into our client proposition which is based on the sound principles of fair value, quality advice and service’.
Andrew was one of the first financial advisers in the UK to achieve Fellowship of the Personal Finance Society and become a Chartered Financial Planner. In his personal life, Andrew has been married for 17 years and has two children aged 12 and 6. Andrew has always been keenly interested in a range of sporting activities having represented the North West in junior swimming competitions and is a keen follower of high level and junior football. In between devoting the majority of time to family and clients, Andrew regularly swims with a Masters swimming club and enjoys the odd round of Golf when he can find a spare hour or two.
See Andrew’s latest Statement of Professional Standing.
- G30 – Business Financial Planning (CII)
- This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
- G60 – Pensions (CII)
- This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
- G80 – Long-Term Care, Life and Health Protection (CII)
- This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.
- H15 – Supervision and Sales (CII)
- This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
- K10 – Retirement Options (CII)
- This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
- K20 – Pensions Investment Options (CII)
- This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
- G20 – Personal Investment Planning (CII)
- This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
- G70 – Investment Portfolio Management (CII)
- This qualification assessed a knowledge and understanding of portfolio investment management.
- AFPC – Advanced Financial Planning Certificate (CII)
- In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit – Taxation and Trusts.
- H25 – Holistic Financial Planning (CII)
- This examination assessed knowledge and understanding to analyse and evaluate a client’s circumstances and financial needs and produce a holistic financial solution based on an in-depth knowledge of financial services products.
- APFS – Associate, Personal Finance Society (PFS)
- To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
- Dip PFS – Personal Finance Society Diploma (PFS)
- To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
- FPFS – Fellow, Personal Finance Society (PFS)
- To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
- G10 – Taxation and Trusts (CII)
- This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
- SV1 – Saving and Investment (CII)
- This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.