Depledge Strategic Wealth Management Ltd

Independent Financial Adviser 10 Longmeadow, Cheadle Hulme, Cheadle, Cheshire, SK8 7ER
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th October 2018
We are an award winning chartered firm offering straight forward independent financial advice to achieve your objectives.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Adrian Mahon BA(Hons) ACII
Senior Consultant
Andrew Day LLB(hons) FPFS
Principal Director and Specialist Retirement Planner
Accreditations
Chartered Financial Planner
What our clients say
Andrew has handled my pension fund and investments for the past 7 years. His advice has been sound and I am comfortable with the way my funds are managed by Andrew's use of specialists and associates to ensure that my funds are invested to their optimum advantage within my agreed level of risk. Options and recommendations are always explained clearly and logically, both verbally and subsequently in writing. Any questions or requests are addressed promptly and explanations are comprehensive and understandable. I am quite happy with Andrew's services and hope to use them for many years to come.
John, Bury
What were the circumstances that caused you to look for a Financial adviser? My retirement and wish to invest for our future. How did Andrew Day help you? I was initially advised by Andrew's partner, but Andrew took over management of our investment portfolio following his partner's departure. Andrew fully understood our needs. He reviewed our investments and advised us clearly. We were reassured by his experience. He continues to manage our portfolio. What is your current situation? Have you seen the outcome you were hoping for? The outcome has exceeded our expectations. His advice and recommendations are considered and appropriate. We have complete confidence and trust in Andrew.
Patrick, Altrincham
What were the circumstances that caused you to look for a Financial adviser? As I accumulated money from earnings I wanted to take advice on what to do with it. How did Andrew Day help you? Put in place a ongoing strategy and discipline to review and make the most of my finances. What is your current situation? Have you seen the outcome you were hoping for? Yes I think it has been good for me. What could they have done better? The balance of communication is good
Mike, Hull
What were the circumstances that caused you to look for a Financial adviser? My main aim was to secure my future and I wanted expert advice to achieve this. How did Andrew Day help you? Andrew has advised me over more than 15 years to make the most of my savings from income being tax efficient and savvy with the investment strategy. What is your current situation? Have you seen the outcome you were hoping for? Yes, most definitely. What could they have done better? I have been very happy with the service and advice and that is why I have stuck with Andrew for so long.
Graham, Lancashire
What were the circumstances that caused you to look for a Financial adviser? I have had previous very bad experience with IFAs. I was looking to change and followed Paul Lewis (BBC Moneybox) advice, which included using a service like Vouchedfor. The whole process of finding and selecting a new IFA was smooth, and I have been very pleased with the advice and level of attention I have had from Depledge. How did Andrew Day help you? I have been preparing for retirement, so Andrew has advised on and implemented a restructure which I am very happy with. Andrew is also helping me with issues created by my prior advisor. What is your current situation? Have you seen the outcome you were hoping for? Yes, so far so good!. What could they have done better? Nothing I can think of.
Peter, Stockport
What were the circumstances that caused you to look for a Financial adviser? Via workplace arrangements changing. How did Andrew Day help you? Andrew explained change in arrangements when my role moved from one company to another. I retained Andrew via different role for expert pension advice. What is your current situation? Have you seen the outcome you were hoping for? Yes - returns have been good.
Neil, Tamworth
What were the circumstances that caused you to look for a Financial adviser? Advice was provided for Executives at my old place of work and Andrew was the adviser. How did Andrew Day help you? Helped sort out a whole load of pensions some of which I did not know that I had and has given great advice on getting better returns on investments and maximising tax relief. What is your current situation? Have you seen the outcome you were hoping for? Yes and this is subject to ongoing review. What could they have done better? Not really
David, Conwy County
What were the circumstances that caused you to look for a Financial adviser? We are looking to retire in the next few years and were seeking advice about how we could achieve our financial objectives for retirement. Andrew was recommended by a work colleague. How did Andrew Day help you? Andrew helped us to navigate complex pensions issues, arranging our pensions and investments with a view to achieving a secure financial future. What is your current situation? Have you seen the outcome you were hoping for? We are very pleased with the outcomes to date and are confident that Andrew will continue to advise us wisely in future. What could they have done better? I have no suggestions for improvement. We have been very satisfied with the service we have received.
Judith, Chester
What were the circumstances that caused you to look for a Financial adviser? Was not happy with the service available from company GPP IFA so was seeking to work on individual basis with IFA. Prefer to take control of own destiny. How did Andrew Day help you? Review of the current plan led to an upgrade of the contract and investment strategy and now looking to maximise the tax relief. What is your current situation? Have you seen the outcome you were hoping for? Yes.
Laurent, Sale
What were the circumstances that caused you to look for a Financial adviser? I had a substantial amount of money and wanted advice and guidance. How did Andrew Day help you? Andrew advised me from 2006 onwards on investing capital and whilst things were difficult in 2008 we have made excellent returns over the period and defensive moves at the right times have added to the overall result. What is your current situation? Have you seen the outcome you were hoping for? Yes, I am very happy with the service and the results. What could they have done better? No I don't think so - Andrew is in regular touch and has a good team behind him
Jim, Manchester
Andrew keeps me fully abreast of investment and pension products and manages to make a very difficult technical subject matter understandable to me.I have full confidence that he is making my money work in the best possible manner to suit my current and planned lifetstyle. What could they have done better? I cant think of anything to add here, as Andrew is fully accessible by phone, email and personally if ever I have any queries or need advice. He is a very professional adviser with integrity and humanity.
Kim, Lancashire
Communicates and explains clearly always available to ask advise.
Andrew, Cheshire
Andrew is helpful, friendly and considerate. He has the knowledge and experience combined with a genuine interest to give first class advice. More than anything, he gives you confidence that you are receiving the best advice from someone that cares. What could they have done better? Nothing that I can think of!
Stephen, North Yorkshire
I am very fortunate to have financial dealings with Andrew, he takes pride and interest in the status of the family and the trends they wish to take and foresee their expectations before they realise it themselves.During the past 15 years of my dealing with Andrew he has achieved every promise that he instilled at the beginning of our business.His knowledge of the financial market is exceptional , I feel that I could not intrust my finances in any other in dependant financier On the question below of Andrews qualities should have been able to select multiple answers........... What could they have done better? I'm struggling - Andrew is a dedicated family man therefore understands family values I cannot criticise him for this just admire. Therefore nothing negative to report
Jeanette, Lancashire
Friendly, approachable, knowledgeable.Always offered thoughtful incisive advice.Found out what we wanted, how much risk we were prepared to take and always delivered the goods.Would recommend Andrew 100%
Phil, West Yorkshire
Andrew has looked after me and my late husbands investments for quite a few years. Since my husband died he has given me really good advice. I have complete faith in Andrew. All my investments have increased over the last few years when so many peoples investments have gone down. He is always on hand when I need help.
Bernadine, Cheshire
I've been using Andrew for the last 15 years first with HSBC, latterly with with Lift Finanncial and now in his own business DePledge. During that time I've witnessed him grow and develop his skills and understanding of what is a complex and ever changing requirement and how my ownrequirement relates to this.His proposals are backed by sound reasoning and suppoted by quantative evidence particularly on fund performance.Our reviews are timely and my account has ben well managed during these recent difficult times. What could they have done better? The administrative resource supporting Adrew has on some occasions been slow to implement decisions taken at our review meetings.I understand this is being addressed as part of the structure of the new company, Depledge.
MIke, Lancashire
Gives me sufficient information so I can make informed choices . He explains all the options and risks of investing, checking to ensure that I have grasped the information given. He gets me to reflect on what has been and to consider the future and the action I need to consider. What could they have done better? I'm happy with the detailed information given and the results speak for themselves.
Ian, Stafffordshire
Regular meeting prompted by him. Full valuation of portfolio. Advise on movement of funds. Clear assessment of risk and expectation from portfolio. What could they have done better? It would be an advantage to be able to obtain a valuation of portfolio on demand.
Michael, Merseyside
Andrew was very good at explaining the various investment options available, he took time to make sure that I fully understood the investments and the risks associated inline with my personal preference, should it be high, moderate or low risk, long or short term investment.During my appointment, I felt relaxed and under no pressure to make any decisions. I was given the information to consider prior my next appointment. He left his telephone and email address should I have any questions or concerns. What could they have done better? I really cannot think of anything more he could do to improve his advice.
Michael, Lancashire
Communication, keeps us in the loop about everything going on and has regular meetings.
Sarah, West Yorkshire
He ensures that he fully understands my financial goals and my attitude to risk. What could they have done better? Improve the accuracy of the written communications that are sent out .
Neil, Cambridgeshire
Responds to financial questions with authority; has good knowledge of the market and advises accordingly. Had he not done so I would not have allowed him to look after my affaires for all these years. What could they have done better? He needs to ensure that annual reviews are carried out on the "birthday"!
David, Kent
ANDREW PROVIDES A VERY PROFESSIONAL SERVICE,FRIENDLY AND PATIENT AND APPRECIATES CLIENTS CONCERNS.CONSIDER HIM A FRIEND OF THE FAMILY. What could they have done better? HE HAS DONE EVERYTHING THAT WE HAVE ASKED OF HIM,MAYBE A FULLER EXPLANATION OF HOW INVESTMENT COMPANIES MAKE UP THEIR FEES,ALTHOUGH THE COMPANIES THEMSELVES DO PROVIDE THIS INFORMATION,IT IS SOMETIMES A LITTLE DIFFICULT FOR US TO FULLY UNDERSTAND.
Anthony, Cheshire
keeps an eye on our requirements and financial status. Gives us good advice. Is always available for questions.,and pays us an annual visit to report any changes etc. What could they have done better? Quite satisfied with what he does now.
Maureen, Lancashire
Have known a Andrew for about 20years and does all my investments What could they have done better? No he does ok
Anthony, Lancashire
Andrew has handled my pension fund and investments for the past 7 years.His advice has been sound and I am comfortable with the way my funds are managed and by Andrews use of specialists and associates to ensure that my funds are invested to their optimum advantage within my agreed level of risk.Options and recommendations are always explained clearly and logically, both verbally and subsequently in writing.Any questions or requests are addressed promptly and explanations are comprehensive and understandable.I am quite happy with Andrew's services and hope to use them for many years to come. What could they have done better? I currently can’t think of any improvements that I would like to see in the service provided.
James, Lancashire
Andrew provides us with sound financial advice in a clear trustworthy manner.He understands our attitudes to risk and has created a portfolio which meets our present and future needs. What could they have done better? We are happy with the service he has given to date.
David, Cheshire
Andrew is a long term partner who is guiding us through the minefield of long term pension planning. He is currently advising us and will be there to advise us when we come to retire in around 20 years. What could they have done better? I am not sure!
James, Cheshire
Andrew listens to my requirements and provides me with the best advice and options to achieve them.
Sharyn, Lancashire
From day one Andrew has taken very good care of all our needs regarding our retirement requirements.He is always there for advice in any situation. What could they have done better? We are more than happy with the help and advise we have received in the many years Andrew has been our adviser, and would not hesitate to recommend his services to anyone.
Clifford, Cheshire
Andrew Day has taken care of my Financial matters for the past 14 years, in this I have found him to be extremely professional and has given sound advice.I would have no problem in recommending Andrew to future clients.
Joe, Cheshire
Andrew understands my investment needs, and has through the years I've known him provided sound financial advice. He explains his investment strategy well and has always delivered. I believe him to be trustworthy and an excellent businessman who I enjoy dealing with What could they have done better? Nothing.
Martin, Lancashire
Andrew tells you in plain English so you understand exactly what is the right product to suit your needs, He has a knack of making you feel safe with the decisions made for your individual needs, and most important he is easy to get on with and not at all pushy.
Phil, Derbyshire
The advice is clear and discussion encouraged. Note: value for money is marked down only because I have not benchmarked the fees. What could they have done better? More concise - speed up the meetings.
Gavin, Cheshire
He is very clear and precise on everything I have asked and even those seemingly unimportant questions you forget to ask. He is very good at making sure my investments are in the right places to maintain good and steady growth.He never seems in a hurry to leave, which makes me feel he is giving me all of his time so I fully understand everything we discuss. What could they have done better? I cannot think of anything, or I would have spoken to him about it at the time.
Martin, Lancashire
I am very happy with the advice and overall performance of the pension investments, and am very grateful of all the help that I have received from Andrew Day since my husband passed away last Feb. What could they have done better? dunno and to following question, my husband was a client of Andrew's I believe more than 8 years.
Linda Titterington, Co Down
Andrew is always up to date with all the latest financial info .it makes my decision making easy .he is very punctual and sticks to the point at all times. his advice and guidance are invaluable to both myself .and my family. regards.EH What could they have done better? not shure
Eric, Lancashire
Extremely knowledgable with a personal interest in you as an individual What could they have done better? Can't think of anything at the moment.
Ian, Lancashire
I have known Andrew for a number of years and have received advice on various areas of personal and corporate financial planning. He explains the issues clearly, makes sure you understand all relevant aspects of the matter under discussion and the solutions being recommended. Having worked in specialist areas of financial services myself I am always confident with the advice Andrew gives.
Mike, Cheshire
I have worked with Andrew for over 20 years and have been very happy with the advice and recommendations given. During that time I have seen very good growth in my pension pot. Whether face to face or on the telephone Andrew has time for a thorough discussion.
Colin, Norfolk
Thorough explanation of pension portfolio presented in a meaningful way. Appointments arranged conveniently to suit us- ie, at home address and in the evenings
Tracey, Cheshire
Andrew is very personable, explaining the financial minefield in such a way that we could easily understand. Utilising his in in-depth knowledge Andrew has guided us towards what we feel will be the best pension option for us.We will also call on Andrew's expertise for all future financial advice and guidance giving us a "one stop" totally integrated financial management service. What could they have done better? We are totally satisfied with the service Andrew has provided to date.
Brian, Lancashire
Andrew is very succinct and well informed. Able to back up his rationale and advice with information and data gleaned from several sources. His knowledge imparts confidence in his judgement and subsequent advice. What could they have done better? He is pretty well versed in his subject and always provides hard copies of his presentations which is then followed up with a written review of suggestions and advice. Any recommendations are usually quickly analysed in detail and provided as requested. It is difficult to find room for improvement for me
Brian, Lancashire
Where to find us

10 Longmeadow, Cheadle Hulme, Cheadle, Cheshire, SK8 7ER

Contact us
About us

We are an award winning chartered financial planning firm with a highly experienced team providing independent financial advice.

The vast majority of our clients have long standing relationships which is down to our straight forward approach in communicating complex issues. We specialise in acting for business owners, senior executives and higher managerial employees.

We are retirement planning specialists with some of our clients in the 15th year of successful drawdown strategies and have successfully navigated Lifetime Allowance strategies for a number of clients.

Our service and advice proposition is based upon long established relationships built upon the old principals of trust, service and transparency. The main aim for most of our clients is to achieve financial independence and for this to last throughout their retirements.

Our advisers are backed by an experienced administration team that are vital to the smooth running of our services.

We were included in the Citywire's prestigious top 100 firms in the UK in 2015,2016 and 2017.

We are part of a network of advisers forming the 21st largest independent financial adviser in the UK.

Our services

We pride ourselves in using plain English to communicate effectively with our clients and ensure their understanding of the main retirement planning issues.

We specialise in complex long term financial planning for clients to build and utilise assets tax efficiently over a lifetime.

Often this means good effective retirement planning that can involve the wider family to ensure you have enough assets and income to do what you want to do and maintain financial security.

We sit on your side of the table looking at the marketplace together to ensure that you have the best of what is available.

Advice methods
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    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

©2018 Depledge Strategic Wealth Management Ltd.

Registered in England No. 08524954. Registered Address: 477 Chester Road, Manchester. M16 9HF.

Depledge Strategic Wealth Management Ltd is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. Depledge Strategic Wealth Management Ltd is entered on the FS Register (www.fca.org.uk/register) under reference 611386.

The advice and/or guidance contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK

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