Manchester’s Depledge Strategic Wealth Management Ltd, a firm of Chartered Financial Planners, has been named as one of the UK’s Top 100 financial advice firms by one of the main industry publications – Citywire’s New Model Adviser.
After a substantial analysis and reviews by leading auditors, Depledge Strategic Wealth Management Ltd is one of just three firms in Greater Manchester, and seven in the North West, to feature in New Model Adviser magazine’s 2018 “Top 100”
Will Robins, Editor at New Model Adviser states
In the past New Model Adviser® has firmly backed reforms such as charging fees and gaining qualifications and promoted the financial planning movement. We have championed small businesses. This year the things we looked for included: a clear strategy for growing the business; demonstrable succession planning; evidence of conversations about clients’ ethical investment preferences; a contribution to the profession through sharing best practice and holding roles with professional bodies; a commitment to client education; and a high level of qualifications among staff.
The latest Top 100 listing is compiled using information including firm size, funds under advice, turnover and profit. It also uses detailed submissions from firms about their business strategy, commitment to professional development, community activity and examples of advice given to clients.
Andrew Day, the owner and Chartered financial planning specialist, said,
The New Model Adviser is, in my view, the main industry publication for high-quality chartered advice firms and as such we are very proud to have been featured in this prestigious list for the last four years.
We feel that this recognition reflects the hard work that all the team at Depledge put into our advice proposition which has seen the company grow to look after over £130 million for 234 families over the last five years.
Our growth, recognition and plans continue to see Depledge SWM as a recognised standard bearer for independent financial advice to business owners, Directors and Senior Managers in our region.