Apex Wealth Management Ltd

Financial Adviser (Restricted Whole of Market) 4 Bramble Street, Derby, Derbyshire, DE1 1HU

Response rating

7.0/10

13th August 2018

We can advise you on

Investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
Financial planning
- Wealth management
Tax & trust planning
- Estate planning
Long term care
- Long term care

Meet our advisers

Damian Fowkes Dip PFS

Director

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

SV1 - Saving and Investment (CII)

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

Accreditations

Graham Davis Dip PFS

Director

Qualifications & Accreditations Hide qualifications

SV1 - Saving and Investment (CII)

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

Accreditations

What our clients say

I have been a client of Damian Fowkes for approximately 20 years. I have been happy with the advice over the years which has been conducted in a friendly and professional manner together with an ongoing service and regular face to face reviews to ensure my portfolios remain suitable with beneficial changes being made if necessary. We have built a great relationship based on total trust and integrity. I would recommend Apex Wealth Management Ltd to anyone seeking financial advice."

Mr P Booth, Derbyshire

"I have been Graham Davis’s client for 20 years and he has helped guide me through many stages of my life including saving to build up lump sums during my working years. He has worked with me in order to maximise the full potential of my pension plans, investing lump sums in order to provide both capital growth and income streams and investing money to maximise tax efficiency. Graham has always acted in a friendly timely manner and I trust his judgement implicitly as over many years, he has consistently made correct investment calls including protecting my capital during the market falls of 2008. I would have no hesitation whatsoever in recommending Graham to any prospective client as over 20 years he has provided a first class service in every respect."

Mr R Humpston, Derbyshire

Where to find us

About us

Apex Wealth Management are a friendly professional Financial Services company based in Derby. We are well established and have around 25 years’ experience in helping clients meet their financial objectives by researching the whole market for the best deals.

We have 2 advisers who have over 30 years experience between them. Our advisers can provide financial advice on a variety of products including pensions, investments, savings, life assurance, critical illness, offshore products and inheritance tax planning. All costs will be discussed at your first meeting, which will be free of charge.

Our services

We pride ourselves on building long lasting relationships with our clients to help meet their ever changing circumstances and to ensure any recommendations are continually suitable.

We can advise you on

Investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
Financial planning
- Wealth management
Tax & trust planning
- Estate planning
Long term care
- Long term care

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£20,000

Website

Contact options

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