Certified Financial Planner™
What you need to know
Qualifications
During business hours
Louise has been a financial adviser for more than 20 years and has experience working for FTSE 100 companies and, more recently, smaller independent companies. Firmly rooted in her belief that financial planning is essential for everyone, irrespective of age, assets, or experience, Louise is committed to empowering her clients with personalised strategies tailored to their unique circumstances.
She enjoys working with clients on their retirement plans and helps them to understand their current position and formulates a plan to focus on going forward. She also advises on Inheritance Tax and business protection.
Out of office hours
Louise resides in Leek alongside her partner, Tom, and their two boys, Ben and Maximus. Their days are filled with activities such as cooking and baking, strolls with their Cocker Spaniel, Poppy, and outings for family meals, cinema visits, and bowling trips.
Louise’s passion for home renovations and DIY projects keeps her busy and she is currently renovating her fourth property.
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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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