We’re incredibly proud of our awards and consistently strive to secure designations which demonstrate our commitment to exceptional client outcomes.
Moneyfacts Awards 2025 Finalists
New Model Adviser Top 100 2024
Personal Finance Awards 2024/25 • Finalist Chartered Financial Planner of the year
Moneyfacts Awards 2024 • Highly Commended Tax and Estate Planner of the Year
Winner: Best Retirement Initiative • Professional Adviser Awards 2024
Shortlisted: New Model Adviser Best Firm in the North
Depledge have been shortlisted for the Best Firm in the North award again in 2024 following nominations in 2021, 2023 and 2024.
New Model Adviser Top 100 2023
Depledge have been in the Top 100 firms each year since induction in 2015.
2023 Personal Finance Society Education Champion of the Year – Finalist
Money Marketing Awards 2023
2023 Investment Life & Pensions Moneyfacts Awards
PFS Awards 2022/23 Investment Advice Specialist of the Year – Andrew Day
Money Marketing Awards 2022
Greater Manchester Business Awards 2022
Business of the Year (Shortlist)
Investment Life & Pensions Moneyfacts Awards 2022 • Tax and Estate Planner of the Year Commended
Investment Life & Pensions Moneyfacts Awards 2022 • Retirement Adviser of the Year Highly Commended
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.
2021 Money Marketing Awards – Small Advice Firm of the Year (Finalist)
2021 Adviser Firm of the Year – North West (Finalist)
Professional Advisor Awards
2021
Adviser Firm of the Year – North West – Shortlisted
2022
Adviser Firm of the Year – North West – Shortlisted
2023
Adviser Firm of the Year – North West – Shortlisted
Champion of Advice Award – Andrew Day – Shortlisted
Outstanding Contribution to the Advice Industry – Andrew Day – Shortlisted
2024
Adviser Firm of the Year – North West – Shortlisted
Champion of Advice Award – Andrew Day – Shortlisted
Best Retirement Initiative – Shortlisted
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, and has been since 2014.
After a break in 2017 and 2018 when Vouchedfor broke from issuing the award to any firms, we’re delighted that our clients continued to rate us when the award was introduced in 2019. This has led to our latest inclusion in the 2025 guide, making it 7 consecutive years we have been included in the guide.
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.