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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 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.

We’re Top Rated

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

This is why we’re so delighted to have been included as a Top Rated Firm in the VouchedFor Top Rated guide, distributed by the Times in 2025! The guide was created to highlight the best of the best in financial services and to be included is a huge honour. Even better, it’s the seventh consecutive year that we’ve been included in the guide.

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 Planner

Lorraine Cregg

Lorraine Cregg Senior Financial Planner

Edward Ainley

Eddy Ainley Financial Planner

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

Gary Myers

Gary Myers Professional Connections

Paul Watson

Paul Watson Investment Committee

Latest posts

Your Q2 2025 global market update

Every quarter, we publish a global market review that breaks down the movements of key stock market indices and other important financial events from around the world. Compared to the first quarter of the year, where investors saw plenty of volatility, Q2 2025 proved positive for global markets. Source: JP Morgan Let’s break down the […]

Lessons from Wimbledon: 6 inspiring quotations from sports legends

14/07/2025 Wimbledon 2025 was, as usual, a display of sporting excellence perfectly parcelled in its classic British setting: green laws, red strawberries, and starch-white players’ uniforms. Over its 148-year history, Wimbledon’s winners have proved time and again that the journey of an athlete is complex, mentally challenging, and worth it in the end. Here are […]

Receiving an inheritance? Here are 3 ways to make the most of it

14/07/25 20th century author Carson McCullers once wrote, “Death is always the same, but each man dies in his own way.” Understandably, it’s difficult to talk about death. What can make death even more complicated is that there are so many logistical factors that get in the way of facing your grief, such as the […]