Response rating
7.0/10
FCA verified
13th November 2017

Apogee Wealth Management Limited

Independent Financial Adviser No.1 Booths Park, Chelford Road, Knutsford, Cheshire, WA16 8GS
First meeting at adviser's own cost
Providing independent financial advice to private individuals, trustees, business owners, corporate clients, and professional connections.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Simon Hardstaff APFS
Director
Accreditations
Chartered Financial Planner
Paul Rowling Dip PFS
Director
David Clewlow DIP PFS
Director
James Riley Dip PFS
Adviser
Nicholas McCulloch Dip PFS
Adviser
Frederick Simmins ACIB APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Apogee Wealth Management install a lot of confidence in what they do, giving us piece of mind that our money is being managed correctly’.
Mr D & Mrs S Mabbott, UK
Apogee Wealth Management has proven time and time again to be a professional and reliable partner in helping us deliver pension benefits to our employees.
Paul Mitford - HR & Training Director, Lancashire
Where to find us
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.

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

Apogee Wealth Management Limited is Authorised and Regulated by the Financial Services Authority

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