It was important my money matched my values, and Depledge made that possible
Clare Morgan
Our process
1. Establish your goals
Everything we do starts with understanding what really matters to you. Our advisers will explore your hopes, dreams, and priorities, from retirement aspirations to family security, to create a clear picture of where you want to be.
This isn’t just about numbers on a spreadsheet. It’s about discovering what a fulfilling life looks like for you, so we can build a financial plan that truly aligns with your vision of the future.
2. Review your assets
Once we know where you’re heading, we need to understand your starting point. Our team will take a comprehensive look at everything you own, such as pensions, investments, property, or savings, to get the full picture of your current financial position.
This detailed review helps us identify any problems or opportunities you might not have spotted. It’s the strong foundation that ensures every recommendation we make is tailored to your unique circumstances.
3. Evaluate your position
With your goals mapped out and your assets catalogued, it’s time to assess where you stand. Our experts will analyse whether your current arrangements are working hard enough for you, and identify any areas that need attention.
This honest evaluation reveals the gap between where you are now and where you want to be. It’s often an eye-opening moment that shows precisely why professional guidance makes such a difference.
4. Develop your plan
Now comes the exciting part: creating your personalised financial plan. Drawing on our skill and experience, we’ll recommend specific strategies and solutions designed to move you closer to your desired end goal.
Every recommendation is carefully chosen from the whole market to suit your needs. Throughout, we’ll explain our thinking clearly, so you understand not just what we’re suggesting, but why it’s right for you.
5. Implement your plan
A plan is only valuable if it’s put into action. Your dedicated team will handle all the paperwork, applications, and transfers needed to bring your strategy to life, keeping you informed every step of the way.
Our experienced specialists ensure everything is implemented smoothly and efficiently. You won’t need to chase providers or worry about whether things are happening – we’ll take care of it all for you.
6. Monitor your progress
Your financial plan isn’t something to just set and forget. Life changes, markets move, and regulations evolve – which is why we’ll regularly review your progress and make adjustments when needed.
Your annual check-ins ensure you stay on track to achieve your goals. In these meetings, we’ll celebrate your successes, address any concerns, and adapt your plan as your circumstances change over time.
Our investment philosophy
Whether you’re a seasoned investor or are considering investing for the first time, it’s vital you’re comfortable with the approach your financial planner takes. Explore our investment philosophy here, including the six key principles we always follow.
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.
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.
