Andrew Day

Andrew Day

Depledge Strategic Wealth Management Ltd

Andrew's reviews

Reviewed for

Insurance and Protection ( 14 )

Pensions ( 184 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 77 )

Auto Enrolment ( 1 )

Investments and Savings ( 157 )

Pension Transfers - Non Specialist ( 21 )

Inheritance Planning ( 38 )

Long Term Care ( 8 )

Pension Transfers - Specialist ( 22 )

Financial Planning ( 43 )

Financial Mentoring ( 3 )

Financial Coaching ( 2 )

( 1 )

Reviewers' assets

£500k+ ( 67 )

£200k - £500k ( 50 )

£100k - £200k ( 17 )

£50k - 100k ( 4 )

( 3 )

Up to £50k ( 6 )

Repeat review

by a verified client in Lancashire

5 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Andrew Day helped you since your last review?

Consistently good advice and service

Andrew:

Sharyn, Thanks for the review which is much appreciated. Regards Andrew
Repeat review

by a verified client in Manchester

16 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Andrew Day helped you since your last review?

Annual reviews with Andrew has given me the confidence to know that my investments are being well managed

Andrew:

Martin Thanks for the review. Very much appreciated. Andrew
Repeat review

by a verified client in Lancashire

a month ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Andrew Day helped you since your last review?

Andrew has advised us on Pensions and Investments.

Repeat review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Andrew Day helped you since your last review?

He continues to monitor our investments and inheritance tax burden and advises on any changes necessary to keep our portfolios on track

Andrew:

David Thanks for the review. Always a pleasure working with you and Mary. Regards Andrew
Repeat review

by a verified client in Manchester

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Andrew Day helped you since your last review?

Andrew has provided our family with on going investment and pension advice.

Andrew:

Neil, Thanks for the review which is much appreciated. Always a pleasure working with your family. Regards Andrew