This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. East Midlands
  6. breadcrumbs-arrow
  7. Derbyshire
  8. breadcrumbs-arrow
  9. Derby
  10. breadcrumbs-arrow
  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
15th October 2018
We can advise you on
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • Wealth management
    • Estate planning
    • Long term care
Contact us Request a call back Show number Recommend to a friend
Meet our advisers
Damian Fowkes Dip PFS
Director
Accreditations
Chartered Financial Planner
Graham Davis Dip PFS
Director
Accreditations
Chartered Financial Planner
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

Contact 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.

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

Similar advisers near you

Orridge & Dunn Independent Financial Advice
Independent Financial Adviser 0.2 mi
Providing tailored, unbiased advice in a language you understand.
 
See profile
S K Financial Management Ltd
Independent Financial Adviser 0.27 mi
We are a two Director practice ,specialising in the development of long term financial relationships with private and corporate clients.
 
See profile
Balance: Wealth Planning Limited
Independent Financial Adviser 0.3 mi
Planning some big changes? Perhaps selling your business or retiring? We are financial planning specialists. Holistic approach and fixed fees.
 
See profile
Professional Financial Centre (East Midlands) Ltd
Independent Financial Adviser 0.36 mi
We provide quality advice that is unique to you, focusing on your individuality and looking after your wealth.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.