Apogee Wealth Management

Independent Financial Adviser 10 Osprey Drive, Wilmslow, Cheshire, SK9 2LA
FCA verified
19th August 2019
At Apogee Wealth Management our clients return to us due to our personal approach and honest communication.
We can advise you on
    • Buy to let
    • Buying commercial property
    • Buying first home
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
James Riley DIP PFS
Financial Planner
Where to find us

10 Osprey Drive, Wilmslow, Cheshire, SK9 2LA

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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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