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Depledge Strategic Wealth Management

Trafford Park, Trafford, Greater Manchester

(37)
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‘21 Certificate of Excellence, 2021

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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.

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Reviews (37)

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5/5

37 customer reviews

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6 April 2021

I and my firm have worked with Andrew Day for close to 20 years now. As a legal practice with 10 offices around the North West we are often asked to recommend a financial adviser to our clients and, given our position we must be certain that we can trust professionals that we refer to; we have no hesitation in recommending Andrew and his team at Depledge, they are always professional but approachable and regularly receive the recognition they deserve in financial industry awards More...

15 February 2021

I have worked with Andrew for almost 20 years now at both a corporate and personal level. His tax efficient pension advice and planning has been praised by my Accountant and my fund continues to perform well. I trust him to ensure my money is invested in the best funds to ensure I can enjoy my retirement More...

16 December 2020

I invested with Andrew over 15 yrs ago and moved my funds when he set up his own company. Every year ,even in difficult times he comes up with great results. He is backed up with a fantastic team. Nothing is to much trouble for Andrew and his team ! More...

20 January 2020

Depledge has advised on investments and managed my portfolio very successfully over the past 3-years. A very professional company. I am kept well informed on the status of my investments and they are prompt at replying to any questions or queries. They take the time to explain things in a clear & understandable way. Highly recommended. More...

16 January 2020

Adrian has been advising me for the a couple of years now, he has been very patient and informative, explaining the pension process in layman's terms. I feel my investments are in safe hands with Depledge. More...

27 October 2019

The staff at Depledge have looked after my investments in a highly diligent way with friendly attitude which leads to a pleasant and effective business relationship. I would recommend the services they provide anyone wishing to build up investments with very reasonable management fees. More...

Reviewed on Google Maps

21 October 2019

I have worked with Depledge since the start having had financial advice from the team in previous employment. I have always found the advice to be both professional and relevant to me and my family. With their help I have grown my portfolio considerably and at a level of risk that I have been completely happy with. More...

Reviewed on Google Maps

14 October 2019

Great service as always and Andrew and his team have done a great job with my account. Always helpful and offers great Knowledge of this sector. I would recommend Depledge services. More...

Reviewed on Google Maps

7 October 2019

Andrew has managed our portfolio very successfully over many years and prior to that our pension provision.I have complete confidence in his advice and proactive actions have no hesitation in recommending the services of Depledge Strategic Wealth Management to anyone.

Reviewed on Google Maps

30 September 2019

I have had Andrew Day as my financial adviser since 2009 and have received excellent advice and service from him and his company.

Reviewed on Google Maps

30 September 2019

We have been with Depledge for many years. We feel that our invstments and penions are properly managed on a regular basis. They are most helpful and informative. We hope to be with them for many years to come. More...

Reviewed on Google Maps

24 September 2019

When we approached Depledge 2 years ago we required advice on pensions and investing money, Depledge gave us their advice, but ultimately left it to us to decide. If there were any further questions, they are always quick to respond and help when it was needed. We usually have contact face to face every year to implement any changes to our circumstances. We would recommend Depledge for their knowledge and expertise in this field. More...

Reviewed on Google Maps

23 September 2019

It is too early to know if our investment advice will yield the results we are hoping for. However, Adrian’s approach is very diligent and it appears that he really cares about providing both great results but also sound investment returns according to the individual’s risk profile. We switched to Depledge only six months ago which is why we can’t share results in this review.Graham and Jo Smith - 23-09-19 More...

Reviewed on Google Maps

22 September 2019

Very reliable advice and service. They thoroughly review your needs and give personalised recommendations. You get a personal, on-line, portal to monitor your investments, documents and communications. Very professional, helpful and courteous company to deal with. More...

Reviewed on Google Maps

14 September 2019

Great friendly service

Reviewed on Google Maps

14 September 2019

I'm relatively new to DePledge. Straight from the outset we have been very impressed with their attention to detail, responsiveness and personal service, dealing mainly with Adrian. They have listened to our needs, and acted in line with our risk profile. We also feel very much valued by DePledge, which is so important for us. Results so far have been excellent too! More...

Reviewed on Google Maps

14 September 2019

I've been with Depledge for many years now, and have always received a great professional service, clear concise information with successful results. A company you can trust to look after your best interests. More...

Reviewed on Google Maps

14 September 2019

I have known Andrew for many years working with him both as an employer and a retiree. During that time I have always found him and the company to be very professional and knowledgeable. Over this time he has prepared myself and my wife for our retirement and also going forward into that retirement advising on future strategies and investments. I would have no hesitation recommending his services. More...

Reviewed on Google Maps

14 September 2019

Andrew and the Depledge team have been advising me for the past 3 years. I am very pleased with the service I have been given. I have absolute confidence in Andrew and have always found his advice to be considered, reliable and appropriate. The back-up from his team is efficient and professional. More...

Reviewed on Google Maps

14 September 2019

Andrew Day has been my Financial Adviser for a considerable number of years. I have always found him to have all the qualities and attributes you would wish for in a Financial Adviser that create both trust and confidence in his advice and diligence . He is also a really nice man that is a pleasure to deal with. More...

Reviewed on Google Maps

7 September 2019

Fantastic business, very knowledgeable and friendly.

Reviewed on Google Maps

7 September 2019

Having been advised by Andrew Day for well over 20 years I would highly recommend the Depledge service and advice.

Reviewed on Google Maps

7 September 2019

For someone such as myself who has little time to understand the pensions market, Andrew and his team at Depledge have been great support over the past years and always provided excellent advice.

Reviewed on Google Maps

7 September 2019

Great service reliable and have delivered on all forecast given

Reviewed on Google Maps

7 September 2019

Having been a client of Depledge from the start, I have always been highly impressed with the quality of service and support offered. Growth has been excellent over the years and all advice is always delivered in a highly professional and friendly manner. Use their services, you will not be disappointed. More...

Reviewed on Google Maps

7 September 2019

I’ve received a friendly and exceptional service from Depledge and have been delighted with their expertise and level of communication. I would definitely recommend.

Reviewed on Google Maps

7 September 2019

Depledge have been one of the best financial decisions I've ever made. Their performance is superb, they're proactive, in that their strategic thinking is way in advance of global market conditions and the changes that they recommend turn out to be good choices. Their service is also exceptional and it's great value for money overall. More...

Reviewed on Google Maps

7 September 2019

We have been clients of Depledge Strategic Wealth Management for over 5 yrs and can honestly state that we are " extremely satisfied" with the level of service and advice we have been provided. Andrew and his team have always shown a very professional and understanding approach when dealing with us and their advice has proven to be sound!Initially Depledge took the time to fully understand our position, our requirements, and what we wished to achieve and todate we have never been let down!We would unreservable recommend Depledge Wealth Management! More...

Reviewed on Google Maps

7 September 2019

We have been with Depledge Strategic Wealth Management Ltd for three years and have met withAndrew Day and dealt mainly with Adrian Mahon. In this time we have seen the introduction of new websites which are easy to use and allow us totrack the performance of our portfolio.The advice we have received regarding portfolio adjustments has been clear and effective.Although the recent political and economic climate has not been conducive to rapid and sustainablegrowth nevertheless we are happy with how the portfolio is performing. More...

Reviewed on Google Maps

7 September 2019

I have used Depledge for almost a year now and have been very happy with the advice and level of service offered. Would not hesitate to recommend their services, they don't make you feel like a small fish in a big pond.

Reviewed on Google Maps

7 September 2019

I have had financial advice from Depledge for many years. The service they offer fully supports my needs of low risk investment growth. The main advantage over others is the personal aspects they offer and the large range of risk assessed investment tools they use in their analysis. The comprehensive service they have provided has served me well without undue concern although the financial markets have been so volatile. More...

Reviewed on Google Maps

7 September 2019

I have used Andrew as my financial adviser for many, many years and have been with Depledge since its inception. I simply followed Andrew as I totally trust his advise for all my pension and investment needs. He has taken time to understand me and my families financial requirements both now and in the long term. He understands my investment risk level and has always given me clear and unambiguous advise. I totally trust him with the financial future of my family, what bigger accolade could I give him and Depledge. His advise has always been proven to be sound and I am more than happy with the financial performance delivered to date. More...

Reviewed on Google Maps

23 August 2019

I have used Depledge over the last 12 months to consolidate, review and reinvest my pension funds. I have been extremely impressed with the service provided and would recommend.

Reviewed on Google Maps

22 August 2019

Andrew has provided a outstanding service to my and my family across three generations over the last 20 years. We look forward to continuing working with him.

Reviewed on Google Maps

27 March 2019

I have been with Andrew Day and his advisory service for the last 20 years for all my pension and investment needs. All my investments have increased year on year and the service from him and his team has been invaluable over the last 20 years. Well done Depledge SWM.

Reviewed on Google Maps

25 February 2019

I have been delighted with Andrew and his team's advice over the last three years or so. The service is first class and they make you feel that your investments are as important to them as they are to you. Regular reviews with useful feedback have in my experience differentiated Depledge from their competitors (especially the more expensive brands. I am happy to recommend Andrew and his team if anybody needs this. More...

Reviewed on Google Maps

27 December 2018

I have been using Andrew Day and the team at Depledge for a few years now to manage my pension fund. The service has always been quick, friendly, and professional. They always take the time to explain everything in detail and provide insight into the decisions made regarding the investments selected. They always reply promptly to any queries, or acknowledge receipt of the query and provide a time by which a response will be provided. My requirements are also consistently reviewed to see if I have the correct products and cover for my current circumstances, advising me to stop paying for anything that is not required and ensuring I have the best possible price for other products, for example life insurance. They have never tried to push me into purchasing any product or service, only provided information about the options available. If I have said I do not feel I need a product then it is not discussed again until the next review period, usually just to see if my opinion has changed. I have been very happy with the service provided and have no reason to believe this high level of service will not continue. My goals and progress towards these are always discussed and reviewed to see if changes to the approach are required.Overall I would say that Depledge provide a very high quality service that feels tailored to my exact needs and circumstances, all for a competitive fee within the industry. I would not hesitate to recommend them. More...

Reviewed on Google Maps

Q&As

The job is very interesting and I enjoy meeting so many different people. I pride myself in doing what I say I will do, providing excellent customer service and in forming long term relationships with clients to help them fulfil their personal financial objectives.

Providing truly independent financial advice at a competitive cost.

Clients should choose us as we are friendly, knowledgeable and always have the client's interest at heart. The first meeting is at our expense whereby we discuss the client's requirements and set out a transparent fee structure for the work involved. If the client is happy for us to proceed then we complete a full fact find,research the market and put together a recommendation report to run through with them.

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