Andrew Day

Andrew Day

Depledge Strategic Wealth Management Ltd

Reviewed for

Insurance and Protection ( 13 )

Pensions ( 177 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 71 )

Auto Enrolment ( 1 )

Investments and Savings ( 150 )

Pension Transfers - Non Specialist ( 20 )

Inheritance Planning ( 32 )

Long Term Care ( 7 )

Pension Transfers - Specialist ( 19 )

Financial Planning ( 36 )

Financial Mentoring ( 2 )

Financial Coaching ( 2 )

( 1 )

Reviewers' assets

£500k+ ( 62 )

£200k - £500k ( 49 )

£100k - £200k ( 17 )

£50k - 100k ( 4 )

( 3 )

Up to £50k ( 5 )

Repeat review

by a verified client in Cheshire

a day 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?

By guiding my choices

Repeat review

by a verified client in Manchester

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?

I have been with Andrew and depledge for many years. Andrew is always available to give advise on my money investments and pension. Nothing is ever a problem and we have built up a good working relationship.

Andrew:

Paul, Thanks for the review - much appreciated. It is always a pleasure working with you. Regards Andrew
Repeat review

by a verified client in Lancashire

14 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?

Andrew has kept me up to date with my pension savings and draw down, it all seems good to me.

Andrew:

Tony, Thanks for the review. Much appreciated. Regards Andrew
Repeat review

by a verified client in Cheshire

22 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?

Andrew has continued to manage our investments and gives us excellent and reliable financial advice. He is dependable and promptly answers any queries we have.

Repeat review

by a verified client in Norfolk

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?

Continued sound advice , and good management of my SIPP. A good summary for me of the changes to pension inheritance in the last budget.

Andrew:

Colin Thanks for your review which is very much appreciated. Always a pleasure working with you and your family. Regards Andrew