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  11. Apex Wealth Management Ltd

Apex Wealth Management Ltd

Financial Adviser (Restricted Whole of Market) 4 Bramble Street, Derby, Derbyshire, DE1 1HU
Response rating
7.0 /10
FCA verified
16th September 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
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Meet our advisers
Damian Fowkes Dip PFS
Director
Graham Davis Dip PFS
Director
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

4 Bramble Street, Derby, Derbyshire, DE1 1HU

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Make an enquiry Request a call back Show number Recommend to a friend
Contact options
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a call back Show number Recommend to a friend

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