Our Services

We provide financial advice that is specifically tailored to you and your family to help achieve financial independence.

We believe that providing independent advice as a chartered firm puts us in the best position to assist our clients through an increasingly complex number of retirement options and taxation pitfalls.

Indeed, being chartered, independent and transparent on how we operate is the only basis that we work when advising clients. We would not entertain any other structure that would compromise our integrity and ability to deliver our very best for those who trust their financial well-being to our firm.

Is Depledge Strategic Wealth Management Right for me?

Many of our clients are current or former company directors and senior managers where over the years we have been introduced to their immediate and wider families. We offer a one hour meeting to discuss your requirements and our services on a no fee / obligation basis to allow you to see if we can improve and assist with your financial affairs.