About
A future marked by financial freedom is ahead. Learn more about the team who are ready to guide your steps.
Helping you plan for the future
We were founded in 2009 by our directors, David, Paul, and Simon, to give people from all walks of life a way to effectively manage their finances. This has been our purpose ever since.
We are an independent firm based in Cheshire and serve the surrounding region. We are proud to hold the prestigious Chartered status, as it recognises the hard work each team member puts in to offer our clients the very best service.
Our awards and accreditations
We have become renowned for quality, and, alongside our Chartered firm status, we also hold other accreditations that we are immensely proud of.
Find out more
What makes us different?
When choosing your financial adviser, there are many factors to consider, so we thought we would make your decision easier by highlighting what makes us stand out.
Why choose us?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
© 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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