About Depledge Strategic Wealth Management Ltd

We are a firm of Chartered, Independent Financial Planners, specialising in working with business owners, company directors and senior executives.
We’re a firm of Financial Planners working across Cheshire and the wider area.As a firm, we are both Chartered and Independent. We were also included in the Citywire's prestigious top 100 firms in the UK in 2015, 2016, 2017, 2018 and 2019. The people we typically work with are: • Business owners: We’ll help you plan for the future of your company and your family, ensuring you can meet both your business and personal goals. • Company directors: We’ll help you to incorporate tax-efficient, thorough financial planning into your business and daily life, preparing you for eventual retirement. • Senior executives: We’ll help you to address the complex financial implications of being a high earner, both for the present day and your future retirement lifestyle. With our expert help, we’ll enable you to make sensible decisions with your money that will help you achieve your goals. In turn, this will help you to enjoy life more today and feel more confident about the future ahead.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

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