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Guides

12 steps to the retirement
you deserve

Cover of 12 steps to the retirement you deserve

Leaving an inheritance vs gifting during your lifetime

Why choose Depledge?

We adopt the highest standards

Pension Transfer Gold Standard

BS 8577 Standard

Society of Later Life Advisers Associate

ISO 2222 Standard

We're highly rated by our clients

100% of clients would recommend Depledge to family, friends or work associates

100% of clients believe working with Depledge has helped/will help them to achieve their financial goals

98% of clients are very satisfied with the quality of their face-to-face reviews

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We are very pleased with the service we receive from Depledge. They are competent and efficient. I have complete confidence in Andrew and trust his investment advice. He provides a personal service and is always prepared to give advice on financial matters unrelated to our investments.

Joe, Cheshire, client since 2013

The team at Depledge have provided my financial and investment and planning advice for many years. I am totally satisfied with the professionalism of their guidance and services. The current standing of my portfolio and the plans in place for long-term financial and inheritance planning allow me time to concentrate on other areas of my life without significant worries.

Dean, Cheshire, client since 2011

Depledge have provided excellent service and information on a regular but not overpowering level, allowing me to consider their recommendations at my speed. Their suggestions are always supported with accompanying data from well-established firms who are usually leaders in their field.

Brian, Lancashire, client since 2013

Adrian has been excellent in understanding my needs and putting together a portfolio to suit my long-term goals. It’s great to have the peace of mind that someone is looking out for my best interests.

Rob, Cheshire, client since 2016

Andrew and his team have always provided sound financial guidance in changing economic and family circumstances.

Nathan, Cheshire, client since 2011

I have always found the advice given to be of the highest order and the investment advice has provided the retirement income I had hoped.

Colin, Norfolk, client since 2000

Excellent advice and service from experts that you can trust. Would highly recommend Depledge.

Louise, Lancashire, client since 2015

My husband and I are both novices when it comes to finance, therefore Depledge have been a god-send. We never have to worry; any changes in our portfolio are dealt with immediately. Review meetings are every six months at our request, but the team are always available via phone if needed. We cannot recommend Depledge enough. For finances small, medium or large, the customer is treated the same.

Jeanette, Lancashire, client since 2009

Depledge do a wonderful job at managing and advising on my investments and financial health. I trust the team totally to achieve my financial goals, both short term and long term, and as I move towards retirement. I am confident that my financial future sits in good hands. Also, on a personal level, Andrew Day is a kind and empathetic man. I trust his advice totally and I always enjoy our meetings. Thank you.

Kin, Manchester, client since 2010

Depledge have assisted me and my wife to plan and manage our financial affairs. They enjoy our complete confidence and trust, and our person-to-person relationships are a pleasure.

Roger, Belfast, client since 2011

Andrew and his team have provided excellent management of my pension and investments over a good number of years. Any problems have been dealt with promptly. Everything has been well explained and communicated effectively. Our face-to-face meetings are a good opportunity to learn and understand more about what is happening in the financial markets.

James, Lancashire, client since 2009

Extremely professional, with a complete understanding of my personal requirements in the years to come.

Julia, Lincolnshire, client since 2010

Andrew and his team work hard on forming a good relationship with their clients. I have been with Andrew for over 12 years and my investments have grown to a satisfactory standard over this period. Even in the difficult years, due to the world economic climate, Andrew held his nerve. A very trustworthy company from top to bottom, well lead by Andrew with a very experienced support team.

James, Manchester, client since 2006

I have known Andrew over a prolonged period of time, witnessing his personal growth from employee to company ownership. Throughout this time, he has provided excellent stewardship of our financial affairs, gaining our trust and confidence whilst providing advice on present and future investment strategies. I would recommend his services without hesitation.

David, Cheshire, client since 2016

I receive friendly, professional service from Andrew and his team. They are always very attentive to my needs and act straight away if I need anything. Depledge have done a great job for me with investments and also helped me plan my retirement. I would be more than happy to recommend them. Keep up the good work team Depledge.

Phil & Val, Derbyshire, client since 2007

We found Depledge to be very approachable, providing you with any information you require in layman’s words; advising but not persuading you to invest your money in places you are unsure. Nothing is too much trouble. I can only speak highly of the company.

Neil, Manchester, client since 2007

I feel relaxed about my financial affairs. Depledge provides a full service of my assets and are fully aware of my financial expectations. They react when market conditions change, and I feel confident that I will receive appropriate advice to maintain my investments; far better than I would do as a layperson.

Michael, Merseyside, client since 2005

I have relied on Andrew for investment and pension advice over a period of 13 years. Now, approaching retirement, I feel reassured that, as a result of that advice, I am financially secure.

John, Cheshire, client since 2011

Depledge have been my financial adviser of choice for a number of years now and I’m extremely happy with the service they provide. Knowing I have experts that I trust looking after my financial future is extremely important to me. Depledge are certainly a company I trust.

Andrew, Cheshire, client since 2013

I used to use a leading investment company, but found their service to be wanting. Andrew and his team were recommended by my accountant; our relationship has gone from strength to strength and continues to do so. I look forward to the coming years with confidence.

David, Cheshire, client since 2016

Seeing as I had different savings and investments with various companies, the best single thing I have done financially was to bring them all together utilising Depledge. I wouldn’t have the slightest hesitation in recommending them to anyone.

David, Lancashire, client since 2013

I have been highly satisfied with the comprehensive and sound management of my pension plans by Andrew Day, both prior to and since the formation of Depledge. In particular, there have been several instances during this time where his knowledge and professionalism has been invaluable in protecting the interests of my retirement plans.

Andrew, North Yorkshire, client since 2001

Having successfully managed my parents’ financial portfolio for the best part of three decades, and my own over recent years, I would highly recommend Depledge under the direction of Andrew Day as an energised, safe, secure and very informed team of financial advisers. We know our portfolios are in safe hands, giving us complete peace of mind.

Anthony, Berkshire, client since 2017

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Depledge Strategic Wealth Management Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. You can find Depledge Strategic Wealth Management Ltd on the FCA register by clicking here. Registered in England & Wales. Company number: 08524954. Registered Office: Progress House, 396 Wilmslow Road, Withington, Manchester, Manchester, United Kingdom, M20 3BN.

The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.