Apogee Wealth Management Limited
Initial consultation free
Independent
Providing independent financial advice to private individuals, trustees, business owners, corporate clients, and professional connections.
We can advise you on
Clients
helped
48helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR James Riley Dip PFS
Adviser
MR Simon Hardstaff APFS
Director
MR David Clewlow DIP PFS
Director
MR Paul Rowling Dip PFS
Director
What our clients say
md
Mr D & Mrs S Mabbott
Apogee Wealth Management install a lot of confidence in what they do, giving us piece of mind that our money is being managed correctly’.
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Paul Mitford - HR & Training Director
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.
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