DEPLEDGE STRATEGIC WEALTH MANAGEMENT - Key Persons
Job Titles:
- Associate Financial Planning Director
Andrea began her career in financial services at Scottish Life in 1987.
She has gained experience over the last 32 years in a variety of roles. Andrea has worked for both a major international bank and one of the largest independent financial advisory firms in Europe; as well as a smaller accountancy firm and other advisory firms, gaining extensive industry experience.
Today, as our Head of Operations, Andrea takes care of the day-to-day running of the office and is involved in all aspects of the business.
Job Titles:
- Principal Financial Planning Director
After graduating with a Politics degree from Cardiff University, Andrew decided to pursue a career in Financial Planning. To date, Andrew has several years' experience supporting financial advisors and has gained experience in a variety of roles which focused on final salary pension schemes.
Andrew is currently enrolled in the AHSL Adviser Academy and is studying towards his regulated diploma in financial planning.
Job Titles:
- Associate Financial Planning Director
Chris began his career in financial services after graduating from University in 2019. He gained experience working as an administrator for an Independent Financial Advisers that specialised in Defined Benefit Pension Transfers before progressing to Paraplanner.
Chris joined Depledge as a Paraplanner in July 2023, where he continues to support our Financial Advisers by conducting the research necessary and writing the suitability reports for our clients.
Job Titles:
- Financial Planning Consultant
Job Titles:
- Paraplanning Administrator
Job Titles:
- Client Support Administration Manager
Job Titles:
- Senior Client Support Administrator
Nikki worked for Royal London for 16 years where she worked in various different departments and gained FPC1 and FA2 qualifications.
Since 2018 Nikki has worked in the IFA sector and here at Depledge Nikki is a Senior Client Support Administrator.
Job Titles:
- Member of the Depledge Strategic Wealth Management Ltd Investment Committee
- Professional Trustee and Advisor
Paul is a member of the Depledge Strategic Wealth Management Ltd Investment Committee and brings a wealth of knowledge and experience to provide a third party perspective on the decisions that take place.
Paul is an professional trustee and advisor on workplace savings and investment governance having built up a wide breadth of experience over 30 years. Paul is a qualified Actuary and has held senior investment consultant roles at some of the largest investment consultancies in the UK - Mercer, PwC and HSBC.
Sarah began her career in financial services at RBS Group, over 15 years ago. She has gained her experience in wealth management through her time at Coutts Bank, specialising in ultra-high net worth clients and in various roles within Independent Financial Advisory firms.
She has over 6 years' experience as a paraplanner, and here at Depledge she supports the financial planners in researching and analysing suitable products and investments, alongside producing calculations, suitability reports and cashflow analysis.
Sarah is currently working towards completing her Level 4 Diploma in Financial Planning, and hopefully will be taking her final exam in the near future.