The Depledge difference

A firm you can believe in

So, you’ve realised you need help with your finances, and that enlisting the services of a professional adviser is probably the best route to take. The trouble is you’re unsure what makes a firm like Depledge stand out from the crowd. Allow us to explain.

Many financial advisers are just that: advisers, whose aim is to ensure you have the right pensions and ISAs in place to support your wealth-building goals. You still get that service with us, but our focus is on your life’s hopes, dreams, and ambitions, and creating a plan to help you achieve them.

Coupled with friendly, down-to-earth service, our financial planning approach is what’s enabled us to deliver real and lasting results for successful individuals across the UK for decades. Scroll down to see more reasons why Depledge continues to be the first choice for so many.

Why you should consider us

People just like you rate us very highly

Our reviews on platforms like Google and VouchedFor, and the positive feedback we receive in our regular client surveys, are all a source of immense pride for us. But for you, they’re a sign that you can trust us to provide the same great advice to you as we have to others like you.

There’s proof of our high standards

As a Chartered firm, we’re subject to regular independent assessment to ensure we’re following a strict code of ethics and principles. And that’s just one of our accreditations, all proof that we’re dedicated to delivering the best possible results for every single one of our clients.

Our award wins speak for themselves

There’s more to being highly decorated than merely a bulging trophy cabinet. Our award wins and nominations place us in rare company among the very best and brightest financial planning firms in the country. More than this, they’re further evidence of our commitment to excellence.

You’ll get advice in your best interests

Being independent means we hold no third-party ties, and aren’t beholden to any stakeholders or other outside influences. So, you can be confident that we’ll never try to sell you a particular product or solution, but rather scour the whole market to find what’s right for your needs.

The fees you’ll pay will always be fair

In our view, first-rate financial planning is worth paying for. It’s why we’re very comfortable publishing our fees in full on our website. Yet we also work incredibly hard to make sure what you pay represents good value for money, and means you can build your own wealth in the best way.

Our heritage continues to define us

The roots of Depledge Strategic Wealth Management stretch all the way back to 1949. That long family history inspired the values and ideals that still drive us today. And with a bright future ahead of us, rest assured that you’re in safe hands with Depledge for many years yet to come.

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

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.