Skip to main content

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

Top tips to help you avoid financial scams after the M&S data breach

You may have seen the recent headlines about Marks & Spencer (M&S) and the significant cyberattacks the retailer has been a victim of, causing immense disruption to its online operations and costing an estimated £300 million in profits. In this case, scammers have stolen key customer information, which the BBC reported could include names, email […]

1 in 10 adults is unaware of their monthly spending. Are you? 

19 May 2025 Leonardo Da Vinci famously said: “Simplicity is the ultimate sophistication.” In all areas of your life, you might find that overcomplicating your strategy leads to poor results. For instance, if you want to improve your physical fitness, having a simple plan that is easy to follow may help you remain disciplined and […]

Should you take your pension at 55?

19 May 2025 Professional mountaineers often attest to the fact that while the ascent is challenging, coming down from the mountain is the part that will really test their resilience. In a way, your career and retirement follow a similar trajectory. You tirelessly climb the mountain (pay into a pension) while you are working, and […]