Apogee Wealth Management

Independent Financial Adviser  10 Osprey Drive, Wilmslow, Cheshire, SK9 2LA
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FCA authorised
Last authorised 19th October 2020
At Apogee Wealth Management our clients return to us due to our personal approach and honest communication.
We can advise you on
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
James Riley DIP PFS
Financial Planner
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
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
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    Face to face

10 Osprey Drive, Wilmslow, Cheshire, SK9 2LA

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