FCA verified
18th September 2017

Apogee Wealth Management

Independent Financial Adviser 10 Osprey Drive, Wilmslow, Cheshire, SK9 2LA
At Apogee Wealth Management our clients return to us due to our personal approach and honest communication.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Taxation planning
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Long term care
Meet our advisers
adviser-person
James Riley DIP PFS
Financial Planner
Where to find us
About us

Making Your Money Make Sense

We offer clear advice, cutting through the jargon and highlighting your options. Our clients return to us due to our personal approach and honest communication.

The need for Apogee Wealth Management expert, qualified advice and solutions, often begins at key stages of our client's lives, such as moving home, starting a
family, retiring, recognising the need to plan for the next generation, inheritance tax planning, investing. Then, we stay with our clients every step of the way.

Our services

We offer clear advice, cutting through the jargon and highlighting your options. Our clients return to us due to our personal approach and honest communication.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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