Depledge Strategic Wealth Management Limited has now entered its third company year of trading and it has been a very busy period given the rapid changes in pension legislation providing greater flexibility to those at retirement age.
We are extremely pleased to announce that Depledge has been named amongst the top independent financial advisers in the UK, an accolade achieved following positive feedback from clients.
It has been all systems go since we were authorised by the Financial Conduct Authority (FCA) and we have now been trading for 6 months with the team having worked tirelessly in getting transaction records completed on our database. We now expect to operate at much quicker turnaround times for the second half of the year and beyond.
The Chartered Insurance Institute (CII) has awarded Depledge Strategic Wealth Management with Chartered Financial Planner status after the firm fulfilled rigorous selection criteria relating to professionalism and capability.
We are delighted to welcome Marcus Barclay to the Depledge team. Marcus will be working closely with Principal Director, Andrew Day as he studies towards Chartered status and becoming an Independent Financial Adviser.
We are pleased to announce that we have a new partnership with Higos Insurance Services Limited, a general insurance broker, allowing us to extend our service to look after all your personal and business insurances.
Depledge Principal Director, Andrew Day has been named a Top Rated IFA following positive client feedback on the independent review website, VouchedFor.
Depledge Strategic Wealth Management has been established to provide a trusted partner to assist clients through the maze of wealth management at a time when good advice is in high demand.