What you need to know
Qualifications
During business hours
Chloé’s journey in the financial services profession began 12 years ago when she worked for a pensions provider before transitioning to financial advice.
Her role revolves around reconciling incoming fees, and ensuring that all outstanding fees are promptly settled. Additionally, Chloé extends her expertise to support the client services team, lending a hand with various administrative tasks.
Out of office hours
Chloé’s downtime involves spending time with her family and going to the gym. She also enjoys holiday getaways and exploring new destinations.
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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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