Depledge Strategic Wealth Management Ltd

Independent Financial Adviser  10 Longmeadow, Stockport, Greater manchester, SK7 0AF
First meeting at adviser's own cost
We are a firm of Chartered, Independent Financial Planners, specialising in working with business owners, company directors and senior executives.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Adrian Mahon BA(Hons) ACII
Senior Consultant

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Andrew Day LLB(hons) FPFS
Principal Director and Specialist Retirement Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assessed a knowledge and understanding of portfolio investment management.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.

This examination assessed knowledge and understanding to analyse and evaluate a client’s circumstances and financial needs and produce a holistic financial solution based on an in-depth knowledge of financial services products.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

Accreditations
Chartered Financial Planner
What our clients say
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 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. 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
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.
Eric, 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. My husband was a client of Andrew's for more than 8 years.
Linda, Co Down
Extremely knowledgable with a personal interest in you as an individual.
Ian, Lancashire
Andrew 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.
Martin, 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
The advice is clear and discussion encouraged.
Gavin, Cheshire
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 importantly he is easy to get on with and not at all pushy.
Phil, Derbyshire
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.
Martin, Lancashire
Andrew Day has taken care of my financial matters for the past 14 years, in this time 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 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.
James, Lancashire
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.
James, Cheshire
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.
David, Cheshire
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. 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 listens to my requirements and provides me with the best advice and options to achieve them.
Sharyn, Lancashire
Andrew ensures that he fully understands my financial goals and my attitude to risk.
Neil, Cambridgeshire
Andrew provides a very professional service, friendly and patient, and appreciates client concerns. We consider him a friend of the family.
Anthony, Cheshire
Andrew 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.
Maureen, Lancashire
Andrew 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 affairs for all these years.
David, Kent
About us

We’re a firm of Financial Planners working across Cheshire and the wider area.

As a firm, we are both Chartered and Independent. We were also included in the Citywire's prestigious top 100 firms in the UK in 2015, 2016, 2017 and 2018.

The people we typically work with are:

• Business owners: We’ll help you plan for the future of your company and your family, ensuring you can meet both your business and personal goals.

• Company directors: We’ll help you to incorporate tax-efficient, thorough financial planning into your business and daily life, preparing you for eventual retirement.

• Senior executives: We’ll help you to address the complex financial implications of being a high earner, both for the present day and your future retirement lifestyle.

With our expert help, we’ll enable you to make sensible decisions with your money that will help you achieve your goals. In turn, this will help you to enjoy life more today and feel more confident about the future ahead.

Our services

There are many reasons why people choose us:

• We are Chartered: Chartered status is the ‘gold standard’ of financial planning and is indicative of our commitment to developing our knowledge and adhering to a code of ethical conduct.

• We are Independent: Being independent, we are able to select products and providers from the entire market. We can therefore create truly bespoke plans.

• We are Financial Planners: We focus on your goals in life, then build a plan to achieve them. It’s never the other way around; we always put you before your money.

Where to find us
Head office address: 10 Longmeadow, Cheadle Hulme, Cheadle, Cheshire, SK8 7ER
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020

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