Andrew Day LLB(hons), FPFS, CFP™ in

Andrew Day LLB(hons), FPFS, CFP™

Visionary · DISC type Ds
Principal Financial Planning Director at Depledge Strategic Wealth Management Ltd
📍 Cheadle, England, United Kingdom

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
27 Years
Current Role
Principal Financial Planning Director
Job Level
Senior
Location
Cheadle, England, United Kingdom
Personality Overview

How Andrew shows up

Early Adopter
Big Vision Person
Risk Tolerant

They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Andrew cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2014
Principal Financial Planning Director
Depledge Strategic Wealth Management Ltd
1-2014
Directer and Chartered Financial Planner
Depledge Strategic Wealth Management Ltd
6-2010 - 12-2013
Principal Financial Consultant
Lift Financial Ltd
9-1999 - 5-2010
Senior Consultant
HSBC Actuaries and Consultants Limited
8-1998 - 9-1999
Financial Planner
Brown Shipley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
9-2020 - 11-2021
CERTIFIED FINANCIAL PLANNER™ CFP®
The Chartered Institute for Securities & Investment (The CISI)
1-2000 - 7-2010
Fellow of the Personal Finance Society FPFS
Chartered Insurance Institute
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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