Depledge Strategic Wealth Management Ltd

Independent Financial Adviser  10 Longmeadow, Wilmslow, Cheshire, SK9 0AG
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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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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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
7.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Adrian Mahon
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
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
Have known Andrew for about 20 years and does all my investments.
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 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
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. The outcome has exceeded our expectations. His advice and recommendations are considered and appropriate. We have complete confidence and trust in Andrew.
Patrick, Altrincham
I had accumulated money from earnings and I wanted to take advice on what to do with it. Andrew put in place a ongoing strategy and discipline to review and make the most of my finances.
Mike, Hull
My main aim was to secure my future and I wanted expert advice to achieve this. 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. I have been very happy with the service and advice and that is why I have stuck with Andrew for so long.
Graham, Lancashire
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. 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.
Peter, Stockport
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, 2018 and 2019.

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, 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
Compliance

Depledge Strategic Wealth Management Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. You can find Depledge Strategic Wealth Management Ltd on the FCA register by clicking here. Registered in England & Wales. Company number: <phone number hidden>. Registered Office: Progress House, 396 Wilmslow Road, Withington, Manchester, Manchester, United Kingdom, M20 3BN.

The information contained within our website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.

Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020

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