Depledge Strategic Wealth Management Ltd
Depledge Strategic Wealth Management Ltd is a financial services company based in Manchester, England. They specialize in providing financial planning and consulting services to their clients. Their team of experienced financial consultants work closely with clients to develop personalized financial plans that meet their unique needs and goals. Depledge Strategic Wealth Management Ltd is dedicated to helping individuals and businesses achieve financial success and security through their comprehensive range of financial services.
Introduction to Depledge Strategic Wealth Management Ltd
Depledge Strategic Wealth Management Ltd is a company that provides financial services to individuals and businesses. Founded in Manchester, England, the company has been in operation for several years. The company is unique because it offers personalized financial planning services to clients, as well as investment management solutions that are tailored to meet the specific needs of each client.Services & products
Depledge Strategic Wealth Management Ltd provides a variety of financial services to clients, including financial planning, investment management, and retirement planning. The company's financial planners work with clients to develop a customized financial plan that takes into account their unique financial situation and goals. The investment management services offered by the company include portfolio management, asset allocation, and risk management.Location
Depledge Strategic Wealth Management Ltd is located in Trafford Park, a thriving business district in Manchester. The area is home to a variety of businesses, including manufacturing companies, logistics firms, and technology companies. Visitors to the area can expect to find a range of dining and shopping options, as well as cultural attractions such as museums and art galleries. The nearest public transportation options to the company include the Trafford Park Metrolink station, which is 0.3 miles away, the Trafford Centre Bus Station, which is 1.1 miles away, and the Manchester United Football Ground Bus Stop, which is 1.2 miles away.Benefits
Customers should choose Depledge Strategic Wealth Management Ltd because of the company's personalized approach to financial planning and investment management. The company's financial planners take the time to understand each client's unique financial situation and goals, and then develop a customized financial plan that is tailored to meet those needs. In addition, the company's investment management solutions are designed to help clients achieve their financial goals while minimizing risk.Good to know
Customers should be aware that Depledge Strategic Wealth Management Ltd is a registered investment advisor and is regulated by the Financial Conduct Authority in the United Kingdom.Reviews
Customers have given Depledge Strategic Wealth Management Ltd positive reviews, praising the company's personalized approach to financial planning and investment management. Clients have also noted that the company's financial planners are knowledgeable and responsive to their needs.FAQ
What professional qualifications do your financial planners have?
Our financial planners hold various professional qualifications such as Chartered Financial Planner (CFP), Certified Financial Planner (CFP), and Diploma in Financial Planning (DipFP). We ensure that our team is highly qualified to provide the best financial advice to our clients.Can you provide references or testimonials from satisfied clients?
Yes, we have a vast number of satisfied clients who have provided us with positive feedback and testimonials. We would be happy to share those with you upon request.How do you charge for your services?
We charge for our services based on the complexity of the work and the time it takes to complete. We will provide you with a detailed breakdown of our fees and charges in advance of any work being done.Can you provide references or case studies of your past clients?
Yes, we have worked with a number of clients over the years and have many case studies to share. We would be happy to provide you with examples of our work upon request.How will you tailor your services to meet my specific financial goals and needs?
We understand that every client is unique, and we tailor our services to meet the specific financial goals and needs of each individual. We will work with you to understand your goals and develop a plan that is tailored to your needs. Our team will regularly review your plan to ensure that it remains aligned with your objectives.Reviews
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David H
When I politely asked when i could expect to see some plans (after 10+ weeks of engagement) I received back a patronising 1000 word email implying that they did not want to do business with me. The matter would better have been resolved by an old fashioned bit of customer service e.g. a phone call on Monday morning rather than a keyboard warriors missive. If I had been the MD I would have picked up the phone and called me so maybe the CS is an issue right through the company
26-05-2021
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Robert Bruce
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.
26-05-2020
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John
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.
26-05-2020
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dave bowers
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.
26-05-2020
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STEVE HUGHES
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.
26-05-2020
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David Ferguson
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.
26-05-2020
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Sharyn Cooper
I have had Andrew Day as my financial adviser since 2009 and have received excellent advice and service from him and his company.
26-05-2020
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Gill Illingworth
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.
26-05-2020
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Graham Smith
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
26-05-2020
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Mark Willis
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.
26-05-2020
