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We’re Independent and Chartered Financial Planners working with business owners, company directors and senior executives across Manchester, London and the UK.

The Depledge Difference

We’re Chartered

Our Chartered status, as awarded by the Chartered Insurance Institute (CII), is an accolade that acknowledges our dedication to our clients.

We’re independent

Being independent, we can recommend solutions from the whole of the market. Our advice is always bespoke; based entirely on your needs and goals.

We’re highly rated

Our firm’s high VouchedFor score demonstrates our commitment to providing first-class advice, service and support to every one of our clients.

We’re award winning

We’re incredibly proud of our awards and consistently strive to secure designations which demonstrate our commitment to exceptional client outcomes.

Who we work with

We provide bespoke, independent financial planning services to help you and your family achieve financial independence.

Find out more about how we work with people who fall under each of the following categories:

Business Woman

Business owners

We’ll help you to carve out the time and space to take a holistic and thorough approach to your business and personal wealth.

Young female coach, leader having fun with employees, office wor

Company directors

We’ll ensure the demanding nature of your role doesn’t get in the way of the success of your finances, your family and your future.

Businessman Holding coffee Thinking Relax Concept

Senior executives

We’ll help you to balance your career with family life and ensure that your goals, aspirations and everyday needs are taken care of.

Meet the team

Our team are driven to serve our clients to the highest standards. We want Depledge Strategic Wealth Management to be synonymous with trust, integrity and sound judgement.

From our Financial Planners to our support team, every member of Depledge is committed to providing clients with the best possible service and support.

Andrew Day

Andrew Day ​Principal Financial Planning Director

Daniel Gordon

Dan Gordon Principal Financial Planning Consultant

Lorraine Cregg

Lorraine Cregg Senior Financial Planner

Edward Ainley

Eddy Ainley Financial Planning Consultant

Andrea Dingsdale

Andrea Dingsdale Head of Operations

Mike Webb

Mike Webb Client Support Administration Manager

Sarah Rowson

Sarah Rowson Senior Paraplanner

Nikki Shields

Nikki Shields Client Support Team Leader

Chris Throp

Chris Thorp Paraplanner

Andrew Throp

Andrew Thorp Paraplanner

Anonymous

Suzy Graham Client Support Administrator

Callum Dingsdale

Callum Dingsdale Client Support Administrator

Anita Gleeson

Anita Gleeson Administrator

Gary Myers

Gary Myers Professional Connections

Paul Watson

Paul Watson Investment Committee

Latest posts

Retirement costs have gone up by 60%. Here’s how to retire comfortably

14/11/2024 It’s likely that when you picture your upcoming retirement, you don’t envisage making sacrifices to your lifestyle. Instead, you probably imagine living an even fuller, richer, more exciting life than you do now. Of course, to achieve this much-deserved luxury retirement, you will need to accumulate enough wealth first. While you already know this, […]

Are you worried about dementia? Here’s how to plan ahead

14/11/2024 Here at Depledge, we strongly advocate for our clients taking control of their finances, and this includes preparing for unexpected circumstances. If you know a loved one who has been diagnosed with Alzheimer’s disease, the leading cause of dementia in the UK, you will know that this illness can be extremely detrimental to a […]

How the 2024 Autumn Budget could affect your family’s Inheritance Tax bill

14/11/2024 On 30 October 2024, Rachel Reeves became the first woman to deliver a Budget to parliament. A much-anticipated event, Labour’s first Budget since being elected in July promised “difficult decisions” to fill the “£22 billion black hole” the chancellor says was left behind by the Conservative Party. As expected, this historic Budget saw changes […]