Andrew's reviews
Reviewed for
Insurance and Protection ( 16 )
Pensions ( 201 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 88 )
Auto Enrolment ( 1 )
Investments and Savings ( 174 )
Pension Transfers - Non Specialist ( 26 )
Inheritance Planning ( 52 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 25 )
Financial Planning ( 59 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
( 2 )
Reviewers' assets
£500k+ ( 77 )
£200k - £500k ( 52 )
£100k - £200k ( 18 )
£50k - 100k ( 4 )
Up to £50k ( 6 )
( 4 )
Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Establishment of an Investment portfolio to meet ours goals with the focusing on performance, estate and intergenerational tax planning.
How has Andrew Day helped you?
Andrew established our financial goals and risk profile and created an investment to meet our needs. Through regular communication he keeps us updated on performance, legislative changes recommending changes as and when appropriate. With intergenerational and estate planning a key goal he has advised and assisted on establishing family trusts.
Have you seen the outcome you were hoping for?
Yes, despite the continued moving goal posts, the advice received has met our goals.
Andrew:
Thank you very much for taking the time to leave such a detailed and thoughtful review. I am delighted to hear that you feel your investment portfolio is well aligned with your goals, particularly in relation to performance, estate planning, and intergenerational wealth. These are important and often complex areas, so it is very rewarding to know that the strategy we have developed together is meeting your expectations. It is also great to hear that you value the regular communication and updates. Keeping you informed and ensuring that your plan adapts to changing legislation and circumstances is a key part of the service I aim to provide. I am especially pleased that the work we have done around family trusts and long-term planning for future generations has been helpful and meaningful for you. Thank you again for your trust and confidence. I look forward to continuing to support you and your family in the years ahead.Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice received from our Family SME company accountants suggesting I & my wife would benefit from a financial advisor, and provided a few recommendations of different advisors for us to consider.
How has Andrew Day helped you?
Our family has trusted Depledge Strategic Wealth Management Ltd with our financial future for years, and it is one of the best decisions we have made. They took the time to understand our family dynamics, multi-generational goals, and personal values, including our small property portfolio, and privately owned SME-family business. Andrew Day and his Team, does not just manage our wealth; they give us peace of mind. We always feel heard, respected, and securely guided through every major life transition. Depledge operate with integrity, transparency, and professionalism at all times. This included taking our complex financial situation and turned it into a clear, actionable roadmap for retirement for my wife and I, our two daughters & our grandchildren. With their help our portfolio has grown significantly, and resent guidance and approach to tax and estate planning with recommendations. which is especially important to us in advance of the pivotal changes to pensions and Inheritance Tax in 2027., which now includes our newly established lifetime Trusts. Depledge completely transformed how our family approaches financial planning. education. Thanks to [his/her/their] sharp market insights, proactive communication, and strategic planning, the whole Team are incredibly responsive and always breaks down complicated financial concepts into simple terms." We highly recommend Depledge to any family looking for a dedicated, highly competent partner to secure their financial future.
Have you seen the outcome you were hoping for?
Absolutely - and more. Andrew is a person with ethical qualities, genuinely helpful with an honest approach - heading-up a great Team at Depledge.
What could they have done better?
Unsure if that is possible! We continuously receive a high level of service which has achieved V-good results for us.
Andrew:
Thank you so much for taking the time to share such a detailed and thoughtful review, it genuinely means a great deal to me and the whole team. I feel very proud to have supported you and your family over the years, and it is especially rewarding to hear how comfortable, confident, and well guided you have felt throughout. Building a clear, meaningful plan from what can often be a complex, multi-generational situation is exactly what we strive to do, so your kind words really do resonate with us all. It is particularly nice to hear that our communication and clarity have made a difference, especially when navigating areas such as tax planning, estate planning, and the upcoming legislative changes. Providing reassurance and peace of mind at every stage is always our priority. Thank you again for your continued trust and your recommendation. It is a privilege to work with you and your family, and I look forward to supporting you for many years to come.Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching early retirement and needed professional advice in which I could trust.
How has Andrew Day helped you?
Andrew has provided advice, support and guidance with both my pensions and investments. I also appreciate the one to one meetings we have, in which we discuss, and address any changes which could effect our finances going forward. Where any prompt changes may be required throughout the year these are quickly brought to my attention and then appropriate action can be taken, Iappreciate and value this level of help and support very much.
Have you seen the outcome you were hoping for?
We have been very pleased with the results that have been achieved with both my pensions and investments.
What could they have done better?
I believe that I have been very well served with all the appropriate guidance and support I have needed.
Andrew:
Thank you very much for taking the time to leave such a thoughtful and detailed review. It genuinely means a great deal. I am really pleased to hear that you have felt well supported throughout, especially as you approached early retirement, which is such an important milestone. It is very important to me that you feel confident in the advice you receive and reassured about the plans we put in place together. I am glad that you find our regular one-to-one meetings helpful, and that the ongoing discussions and updates have helped you stay informed and prepared for any changes that may affect your finances. Being able to act promptly and keep you on track is something I place a lot of value on, so it is especially rewarding to hear that this has made a difference. It is also fantastic to hear that you are pleased with the outcomes achieved so far across your pensions and investments. Thank you again for your kind words and for the trust you have placed in me. I look forward to continuing to support you for many years to come.Review
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidation and future management of various occupational pension plans.
How has Andrew Day helped you?
I have known Andrew Day for several decades, during which time he has provided financial advice and managed my pension plans, latterly with Depledge Strategic Wealth Management Ltd. His detailed knowledge has been exemplary in navigating the intricacies of legislation and the markets and he has overseen a healthy increase in the value of my pension portfolio; he was particularly helpful during a difficult period with a major pension provider, over technical and mismanagement issues, averting a serious loss to myself.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I am not aware of anything that should have been done differently.
Andrew:
Thank you very much for taking the time to leave such a kind and detailed review. It has been a real privilege to work with you over so many years, and I truly appreciate the trust you have placed in me throughout that time. I am especially pleased that I was able to support you at an important stage and help safeguard your pension. It is also great to hear that the consolidation and ongoing management of your pensions have delivered the outcome you were hoping for. Supporting you over the long term and helping you feel confident about your financial future is always my aim. If there is ever anything further I can help you with, please do get in touch. I look forward to continuing to work together in the years ahead.Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband died and I needed advice on how to invest for the future
How has Andrew Day helped you?
Andrew Day has helped me to invest my money for the future.
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing. I am very pleased with all Andrew’s advice. He is very knowledgeable.
Andrew:
Thank you very much for taking the time to leave such a kind review. I appreciate you placing your trust in me during such an important time and I am very pleased to hear that you have felt supported and that the advice has helped you invest for the future with confidence. Your comments about my knowledge and the service you have received mean a great deal, and I am delighted that you have achieved the outcomes you were hoping for. If there is ever anything more I can do to support you, please do not hesitate to get in touch. I look forward to continuing to work with you.