Depledge Strategic Wealth Management is a firm of chartered financial planners that has grown in seven years to serve more than 400 family groups looking after £200m of client assets. It specialises in providing genuine financial planning to help managing directors, senior executives, business owners and their families plan their financial future. This means much of Depledge’s work is focused on retirement planning and tax mitigation and around later-life financial planning for those who are already enjoying their retirements.

The firm was established in 2013 by Andrew Day, who has more than 21 years’ experience as a regulated adviser. The adviser team comprises of Day, Adrian Mahon and Ben Lancaster, with Dan Gordon expected to join the adviser cohort in the near future, having recently qualified.  

The growth of the business has continued through the pandemic of 2020 with Lancaster joining the team and Rachel Leonard adding experience to the back office.

The firm has been increasingly recognised in all the main profession awards and has significant credentials. Depledge were listed in the New Model Adviser Top 100 UK firms list for the sixth year running. Being a chartered firm and having the Personal Finance Society Associate firm status, committing to the BS8577 standard, holding the Chartered Insurance Insitute Pension Transfer Gold Standard and SOLLA Retirement Standard sets the firm apart from their competitors and demonstrates the financial planning business runs to the highest level of recognised processes in place.  

Client communication is paramount. Depledge primarily achieves this through regular service meetings and a secure client portal. Achieving the top-rated status with VouchedFor in 2020 and 2021 shows their clients value their work highly.