Depledge Strategic Wealth Management Ltd

About

Depledge Strategic Wealth Management Ltd has been created to assist clients through the maze of wealth management services and offer a truly trusted partner for the long term.

We specialize in assisting current and retired Senior Managers and Directors accumulate wealth throughout their lives to achieve financial freedom in their retirements. For the majority of clients we create robust investment strategies held within tax efficient structures. Plans are continually adapted to suit changing circumstances and economic conditions. These often change over time as clients focus on capital preservation and income generation increases throughout life. We understand the journey and our focus on your objectives ensures that we are able to assist every step of the way.

For many clients, we have historical relationships with their employers that promote access to financial advice through the workplace.

We are independent financial advisers and adhere to the cornerstone of what this means. It is important to us that we do not have any contractual relationships in place which require us to place business with any particular provider of products or funds, as this would compromise our independence and create a conflict of interest when providing advice.

We embrace the value of communicating clearly with our clients and providing clarity of how our service works, what you can expect and how much our service costs. We believe that to offer a long term partner to assist clients we have to plan our services and how these are underpinned from a long term perspective. With this in mind we have a number of partnerships in place with some of the most respected names in financial services and use of the some of the strongest technology partners offering our clients a variety of options to view their portfolios and financial planning objectives.

Keywords

advising company directors, advising smes with autoenrolment, advising retired investors, advising private trust funds

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