We’re incredibly proud of our awards and consistently strive to secure designations which demonstrate our commitment to exceptional client outcomes.
Investment Life & Pensions Moneyfacts Awards 2021 • Retirement Adviser of the Year
2021/22 Chartered Financial Planner of the Year – Finalist
2021/22 Retirement and Late Life Advice Specialist of the Year – Finalist
Our Founder and Director has been delighted to have been shortlisted for the flagship PFS award (Chartered Financial Planner of the Year) for both 2020 and 2021 and the Retirement and Later Life Specialist award for 2021. With over 7,500 Chartered Financial Planners in the UK this recognition is testament to Andrew’s dedication to advice and the profession. Having got so close for the last two years, he has a few ideas to improve his submission for 2022.
Ben Lancaster, Top 35 Next Generation Advisers
2021 Money Marketing Awards – Small Advice Firm of the Year (Finalist)
2021 Adviser Firm of the Year – North West (Finalist)
New Model Adviser Top 100
We are delighted to have been included in this prestigious list of firms for the seventh year running in 2021.
New Model Adviser magazine is dedicated to helping financial planning professionals in their personal and business development. Each year, the magazine produces a list of the top 100 independent financial advisers, which considers the following elements: the firm’s profitability, recurring income, qualifications and commitment to the profession. The methodology is discussed and approved by the independent actuarial firm AKG.
Andrew Day, our Director and Chartered Financial Planner, commented that: “Our inclusion in this well-established list is great recognition of the hard work and dedication that every member of our team is making to deliver a first-class service to our clients”.
Read the New Model Adviser® Adviser Profile on Andrew Day by clicking here.
Top-Rated Adviser
Our verified reviews on Vouchedfor (a leading review site for financial advisers) recognise Depledge Strategic Wealth Management as a Top-Rated Adviser.
After a break in 2017 and 2018 when Vouchedfor broke from issuing the award to any firms, we’re delighted that our clients continue to rate us when the award was introduced in 2019.
Money Marketing Small Advice Firm of the Year • Finalist
Depledge SWM was shortlisted for the Money Marketing Awards 2020 Small Advice Firm of the Year.
FSB Awards Micro Business of the Year Finalist
We’re delighted to be shortlisted for the FSB Celebrating Small Business Awards. Depledge Strategic Wealth Management was a finalist in the Micro Business of the Year category.