10 Longmeadow
Cheadle Hulme
Cheadle
Cheshire
SK87ER
We are an award-winning chartered financial planning firm with a highly experienced team providing financial advice tailored to you.
We act for a number of business owners, senior executives and higher managerial employees. The main aim for most of our clients is to achieve financial independence and for this to last throughout their retirements.
The vast majority of our clients have long standing relationships which is down to our straight forward approach in communicating complex issues in a coherent way.
We are retirement planning specialists with some of our clients in the 16th year of successful drawdown strategies and have successfully navigated Lifetime Allowance pension strategies for a number of clients.
Our service and advice proposition is based upon long established relationships built upon the old principals of trust, service and transparency. We combine with the latest technology to ensure that we have the best of both worlds.
Our advisers are backed by an experienced administration team that are vital to the smooth running of our services. We were included in the Citywire's prestigious top 100 firms in the UK in 2015,2016, 2017, 2018 and 2019. We are also part of a network of advisers that form the 21st largest independent financial adviser group in the U.K. and provides steady backing to our advice proposition.
©2018 Depledge Strategic Wealth Management Ltd.
Registered in England No. 08524954. Registered Address: 477 Chester Road, Manchester. M16 9HF.
Depledge Strategic Wealth Management Ltd is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. Depledge Strategic Wealth Management Ltd is entered on the FS Register (www.fca.org.uk/register) under reference 611386.
The advice and/or guidance contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK
Often this means good effective retirement planning that can involve the wider family to ensure you have enough assets and income to do what you want to do and maintain financial security.
We sit on your side of the table looking at the marketplace together to ensure that you have the best of what is available.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.