Accreditations

Trustworthiness, personified

When you work with a financial planning firm, you need to feel certain they can do everything you need from them in a skilled and ethical way. One of the best ways to do this is to check their accreditations – and to make that job easier for you, we’re publishing ours proudly right here.

Professional accreditations are hard to come by, but there’s another reason they hold such weight. To stay accredited, firms must subject themselves to third-party scrutiny at least once a year. That’s how you know the advice you’re getting isn’t just first-rate, but relevant too.

Badges of honour

Chartered Financial Planners

The Chartered Insurance Institute (CII) has been entrusted with raising standards in the finance sector since 1912. It awards Chartered status to individual professionals and firms who display eminence in their field.

By choosing Chartered, you’re choosing financial planners who’ve made a public commitment to professionalism. They must maintain standards of excellence in qualifications, ethics, business practices, and professional development. The CII sets the bar – a firm meets it.

Accredited Financial Planning Firm™

Accredited Financial Planning Firms™ demonstrate excellence in everything they do, and are recognised as some of the most trusted financial planning firms in the UK. They deliver a comprehensive financial planning service, helping clients achieve their life goals. They are the leaders in their profession, demonstrating the ultimate in professionalism through the calibre of the service they provide.

BS 8577 and ISO 22222 Certified

With a focus on setting and upholding industry standards, Standards International plays a pivotal role in driving quality, integrity, and trust within the financial services profession.

On granting us certification, our Standards International reviewer said: “Congratulations to the team at Depledge Strategic Wealth Management on joining the elite group of UK businesses demonstrating excellence. They should all be very proud of what they’ve built!”

Personal Finance Society Associate Firm

Associate Firms voluntarily demonstrate the adoption of the professional standards set by the Personal Finance Society, enabling them to stand tall behind a culture that places clients and staff at its heart. Firms enjoy a closer association with the PFS as it strives to build public trust in financial services, and elevate the importance and value of financial wellbeing through regulated personal finance and investment advice.

Cyber Essentials

Cyber Essentials certification demonstrates that an organisation is protecting itself by implementing the most important cybersecurity controls. A team of experts review the scheme at regular intervals to ensure it stays effective in the ever-evolving threat landscape.

Financial Vulnerability Charter

The Financial Vulnerability Taskforce created this Charter in 2021, and it has more than 1,000 firms (circa 4,000 members) using the Charter badge to augment their own approach to vulnerability.

It focuses specifically on vulnerability, and forms a key part of the Consumer Duty Alliance Code of Professional Standards.

Back to the Depledge difference

Our clients speak

Every member of the Depledge team truly cares for our clients, but don’t just take our word for it. Here’s our feedback for all to see.

100

of clients were satisfied that we understood their needs, goals, aspirations, and objectives.

99.15

of clients believe that working with us has helped or will help them achieve their financial goals.

99.05

of clients who answered definitively would recommend us to their friends, family, or colleagues.

It was important my money matched my values, and Depledge made that possible

Clare Morgan

They’ve turned my financial worries into confidence and control.

Steve Richardson

Introducing clients is about trust, and with Depledge, we have total confidence.

William Annison

I was quickly convinced that Depledge was a company that I could work with and trust.

Financial Planning Testimonials

Rated and reviewed

VouchedFor is the UK’s leading independent review site for financial professionals. It makes us so proud to have hundreds of positive reviews from happy clients of all backgrounds. That’s a seal of approval that lets you know you can always count on us for sound, sensible advice.