Apogee Wealth Management Limited

Independent Financial Adviser  No.1 Booths Park, Knutsford, Cheshire, WA16 8GS
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FCA authorised
Last authorised 10th August 2020
Providing independent financial advice to private individuals, trustees, business owners, corporate clients, and professional connections.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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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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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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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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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
Meet our advisers
Nicholas McCulloch Dip PFS
Adviser
James Riley Dip PFS
Adviser
David Clewlow DIP PFS
Director
Paul Rowling Dip PFS
Director
Simon Hardstaff APFS
Director
About us

If you’re going to invest with us, first we need to invest time in you. In particular, we need to understand your future plans, goals, dreams and worries.

With a clear picture of what you want to achieve, we can meticulously prepare your individual financial plan and advise you on all aspects of your finances, from investments and pensions to insurance and estate planning. If things change along the way; that’s fine, we’ll amend and adapt as necessary, to secure the future you want for you and your family.

Our services

Apogee are wealth management advisors, which means we can help you make the most of what you’ve got. Our bespoke approach means you’re treated as the individual you are and our recommendations are always thoroughly researched, in line with your unique situation. As well as being meticulous, we’re passionate about what we do, trusted implicitly by our clients.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

No.1 Booths Park, Chelford Road, Knutsford, Cheshire, WA16 8GS

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