Our fee philosophy
To provide you with a transparent understanding of our partnership, it's essential for you to understand our fee structure and when charges apply.
We make our fees clear
We firmly believe that discussions about fees should be conducted in a personal way. Therefore, we prioritise face-to-face interactions to ensure clarity and understanding. At the end of our initial meeting, which is held at our expense, we will take the time to delve into the specifics of our fee structure and answer any questions you might have. All fees will be fully disclosed to you before we undertake any work for you, so you aren’t left with any surprises or hidden charges.
Your financial wellbeing is our utmost priority, and we believe that discussing fees face to face is a crucial step in fostering a collaborative and mutually beneficial journey toward achieving your objectives.
To give you a better understanding of when you can expect to be charged, we have outlined the two stages below:
Initial charges
The initial charge for our investment-based services is normally calculated on a percentage of the funds we are advising on and may be influenced by the complexity of the transaction.
Ongoing services
We offer three levels of ongoing service designed to ensure that recommended products remain relevant. Details of what’s included will be discussed with you in person so you can understand the value.
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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