Friendly, no nonsense, fully impartial advice on all aspects of clients savings, insurance and protection needs, investments, pensions, pension transfers, annuities and inheritance tax planning from advisers with over 28 years experience in the Financial Services sector. Working for a family based business where ethical practise and the clients best interest is at the heart of everything that we do.
After buying a house, my partner and I wanted to protect our family financially in the event of either of us becoming ill or passing away.
Paul gave us lots of really clear and useful advice about the various life and illness insurance policies we could take out and what they would cover. He visited us at home, talked through everything in a lot of detail and helped us find the best value policies. He sorted out all the paperwork, contacted the insurance companies for us and made everything really easy and straightforward.
We are confident that we have the cover we need for a fair price.
Depledge Strategic Wealth Management
Chartered Financial Planners
We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners and confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff.
Only the UK’s premier financial planning firms qualify for Chartered status so you know that when you use a Chartered firm you are dealing with proven professionals.
Finding a genuine provider of financial instrument is very challenging but we are certified Financial Instrument providers in United Kingdom. Presently, we only focus on BG/SBLC for Lease and Sale transactions. However, our Lease BG/SBLC is 6+2% and Sale at 40+2%.
Should you find this interesting and acceptable? Kindly, contact us and we shall review and respond with draft Contract/MOU within 48hrs maximum.