Why us?
Choosing the right financial adviser is a big decision and you want to ensure your finances are in the best hands. To help make this decision easier, here are our key differentiators.
Our independence
As we are independent financial advisers, we can provide completely unbiased advice from the whole of market, ensuring you receive recommendations tailored specifically to your needs. With us, you can rest assured that every recommendation is made with your best interests as our top priority.
Our Chartered status
Awarded by the CII, the Chartered accreditation is the “gold standard” for financial planning firms. Ultimately, the designation symbolises trust, integrity, and expertise, ensuring that you receive the highest level of service and guidance to navigate your financial journey with confidence.
Our bespoke approach
While we follow a tried-and-tested process, we prioritise treating each client uniquely. Recognising that everyone’s circumstances differ, we steer clear of a one-size-fits-all approach. Our method is adaptable, ensuring that your specific needs are considered every step of the way.
Our experienced team
When you work with us, you benefit from the collective expertise and support of our entire team, not just a single financial adviser. Our service is tailored to your needs, ensuring a personalised experience.
Our client survey results are in
As part of our recent survey, we asked clients, “What is the biggest benefit you get from working with us?” We’re delighted with some of the responses, and we think they clearly demonstrate why you should choose us:
- “Reliable, experienced, knowledgeable advice over a long period of time.”
- “The service feels personal and connected to my needs.”
- “Financial advice which is up to date, which leaves me and my family free from the worry and stress of how we stand financially.”
- “The peace of mind that my investments are as safe as they can be in a volatile and unpredictable environment.”
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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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