How it works
We offer clear financial direction by understanding your position, goals and needs, and then provide you with suitable solutions.
1.Exploratory meeting
Your financial adviser will introduce themselves and the firm to you, then understand your reasons for seeking advice and what your goals for the future are. It is at this meeting that you will be presented with our brochure detailing our services, how we work with you and the charges involved.
2.Fact-finding
The main purpose of this meeting will be to obtain as much information as possible relating to your financial circumstances and objectives. A key area that your adviser will wish to fully understand is your knowledge and experience of investments, including your attitude to risk.
3.Creating a plan
Using internal and external technical research, we will prepare a report to suit your individual objectives. You will either be sent the report for you to review, or we will arrange to meet again and discuss its contents. The report will comprehensively outline your current position and will detail our professional observations in each area.
4.Implementation
Once you have agreed to our recommendations, we will implement them on your behalf and forward the relevant information to the relevant providers. We will keep you updated on our progress regularly and be there if you have any questions.
5.Ongoing reviews
If you choose to continue with our ongoing service, we will meet with you yearly to review your objectives and establish if your circumstances have changed. We will conduct a portfolio review and make any necessary changes.
Our fee philosophy
We understand that fees matter, so we prioritise clear and fair pricing. By being upfront about our fees during the initial meeting, we empower you to make informed decisions that best suit your financial circumstances and objectives.
Navigating the realm of financial advice can be complex, so our commitment to transparency ensures that you have full visibility into the costs associated with our services.
Find out moreOur 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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