Summary
About Depledge Strategic Wealth Management
Depledge Strategic Wealth Management is a Chartered Independent Financial Advice and Wealth Management company who are part of the Sense Network, a UK top 50 Financial Services Advice Firm.
Through our dedicated team at Depledge Strategic Wealth Management we offer face to face wealth management advice, tailored to meet each individual’s specific circumstances.
Fellow & Chartered Independent Financial Advisers
Depledge Strategic Wealth Management want to be synonymous with trust, integrity, sound judgement and specialists in our line of work.
All advisers are both Fellows of the Personal Finance Society (FPFS) and Chartered Financial Planners which are generally recognised as the highest levels of qualification for financial advisers.
Our Business
Depledge specialise in providing face to face advice to individuals, entrepreneurs, charities, trustees and businesses.
The fundamental principles we base our expert advice on is as follows:
1. Protect you, your family, your business against financial risk
2. Ensure you have a suitable level of cash aside as an emergency fund
3. Build and preserve your capital
We recognise that everyone's circumstances differ and that there is no "one size fits all approach".
Based on the above principles we tailor each and every recommendation to the individual's objectives to build a holistic financial plan unique to them.
Area of Expertise
Our Services
Depledge specialise in providing top quality detailed personal advice on a broad range of areas of wealth management, assisting clients of all ages.
Our core focus has been on providing expert advice in the following areas:
- Individual & Business Protection
- Pensions & Retirement Planning
- Investments & Savings Planning
- Inheritance Tax & Estate Planning
- Corporate Services & Auto-Enrolment