Award wins

Success worth celebrating

Why choose an award-winning firm? Simple. By picking a team with accolades to their name, you’re benefiting from advice that’s been independently recognised for its quality within the profession. There’s more, too.

Financial planning awards have strict criteria. To be successful, the firm in question must have the right credentials, so you can have full confidence in their collective ability. You can see a selection of the awards we’re proud to have under our belt below.

Moneyfacts

We were highly commended as Tax and Estate Planner of the Year in the 2025 Moneyfacts Awards. We have been commended in at least one category every year since 2021.

New Model Adviser

Since we were first inducted in 2015, we’ve featured in the Citywire New Model Adviser Top 100 every year. Depledge was also shortlisted for Best Firm in the North in 2021, 2023, and 2024.

Personal Finance Society

The Personal Finance Society (PFS) has recognised both the firm and our principal director, Andrew Day, many times over the years. From our investment expertise to our work educating the next generation about financial advice, we’re thrilled to be acknowledged.

Professional Adviser

The prestigious Professional Adviser award for Best Retirement Initiative came to us in 2024. We’ve been shortlisted for various other awards each year since 2021 as well.

Money Marketing

We’re over the moon to have consistently been a finalist in the Money Marketing awards in various categories. Most recently, in 2023, we were in rare company as finalists for Best Investment Advice Firm, Best Retirement Advice Firm, and Small Advice Firm of the Year.

Greater Manchester Business Awards

It isn’t just the finance profession that recognises our hard work, but the local business community too. In 2022, we were shortlisted for Business of the Year in Greater Manchester.

Personal Finance Society

The Personal Finance Society (PFS) has recognised both the firm and our principal director, Andrew Day, many times over the years. A highlight was to be awarded Investment Specialist of the Year in 2022.

Moneyfacts

We were highly commended as Retirement Adviser of the Year in the 2022 Moneyfacts Awards.

Federation of Small Businesses

Our smaller size means we can dedicate more time to our valued clients. In 2020, the Federation of Small Businesses made us finalists in the Micro Business of the Year category.

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
Depledge Strategic Wealth Management Ltd profile
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.

Resources

Sharing is caring. That’s why we regularly pass on our financial wisdom through posts, guides, videos, and more. Take your first steps to better money know-how here.

View all resources

Contact us
Depledge Strategic Wealth Management
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.