Apogee Wealth Management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Pensions & retirement
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Taxation planning
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Business
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Long term care
- Long term care
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.
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.
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