01565 757811 advice@apogeewealth.co.uk Client login

We focus on your vision for the future

We are a Chartered firm of independent financial advisers based in Knutsford. We offer clarity on financial matters, filter out the noise and provide a clear direction for your future.

Every person we meet needs a bespoke solution. Your needs come first and foremost, and we shape our services to best meet your circumstances.

How would you describe yourself right now?

I am a business owner nearing retirement

Balancing your financial needs as a business owner requires careful planning, something we’re experts in.

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I am seeking advice about my pensions

Taking an active interest in your pensions early on is key to securing a comfortable retirement.

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I am looking to reduce Inheritance Tax

Without proactive steps, there's a risk that a significant portion of your wealth might end up in the wrong hands.

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I am looking to invest tax-efficiently

Prioritising tax efficiency within your portfolio will significantly contribute to achieving your objectives.

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I am seeking professional help in managing my finances

Set your short-, medium-, and long-term goals and balance them with your financial affairs.

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I am a professional connection

Real results are achieved by pooling our knowledge and networks. You can benefit from our quality, impartial advice.

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Introducing our experts

Combining passion and expertise, we all bring unique skills and experience to the table. Get to know each member of the team.

Our client survey results are in

We want people to feel very confident about the level of service they will expect from us. That’s why we conducted a client survey in 2023 to see what they had to say about their experience of working with us.

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of clients believe working with us has helped or will help them achieve their financial goals

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of those who answered definitively would recommend us to other people

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of clients are satisfied that we understand their needs and objectives

Our clients’ words speak volumes

Let's start a conversation. We're all ears

01565 757811 advice@apogeewealth.co.uk

    Apogee Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (503713). Registered in England and Wales at No.1 Booths Park, Chelford Road, Knutsford, Cheshire, WA16 8GS. Company Registration Number: 06925283.

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