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.
We focus on your vision for the future
How would you describe yourself right now?
We’re Top Rated
We’re proud to say we are included in the VouchedFor Top Rated Guide for 2025, distributed by the Times.
The purpose of this guide is to help identify the best advisers throughout the UK based on client feedback.
To learn more, please visit our blog post all about our inclusion by clicking here.
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
© 2025 Apogee Wealth Management.
All Rights reserved
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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