Apogee Wealth Management
Apogee Wealth Management is a Chartered firm of independent financial advisers based in Knutsford. The firm provides financial advice and solutions tailored to individual needs, focusing on helping clients achieve their financial goals through guidance and understanding of their unique circumstances.
- Bespoke investment plans
- Independent financial advice
- Pension and retirement planning
- Tax-efficient investment strategies
Locations
Competitors
Beaumont Wealth is a firm of independent financial advisers with over 23 years of experience in wealth planning.
Xentum is a lifestyle financial planning service that focuses on helping clients achieve their life goals through a unique, holistic approach to financial management.
Swiftsure Wealth Management Limited provides personal and corporate financial planning services tailored to individual needs and goals.
Watterson Financial Planning offers tailored financial advice and investment solutions to help clients navigate a rapidly changing marketplace.
Company Details
Apogee Wealth Management is operated by Apogee Wealth Management Limited and is a Active company incorporated on 5 June 2009 with the registered office located in Knutsford, Cheshire. Apogee Wealth Management Limited was registered 16 years ago.
Status
Active
Size
Small
Directors
3
Age
16 years old
Employees
31
Turnover
Unreported
Total Assets
£2.32M
Cash in Bank
£953.14K
Total Liabilities
-£477.83K
Teams
13
8
8
3
3
2
Head Of Client Services • Joined Sep 2021
Head Of Compliance And Risk • Joined Oct 2021
Client Services Associate • Joined Mar 2024
Client Services Associate • Joined Nov 2023
Chartered Financial Adviser • Joined Oct 2020
Independent Financial Adviser • Joined Apr 2013
Independent Financial Adviser • Joined Oct 2011
Independent Financial Advisor • Joined Feb 2021
Chartered Financial Planner • Joined Jun 2015
Paraplanner • Joined Aug 2022
Chartered Financial Adviser • Joined Oct 2020
Independent Financial Adviser • Joined Apr 2013
Independent Financial Adviser • Joined Oct 2011
Independent Financial Advisor • Joined Feb 2021
Chartered Financial Planner • Joined Jun 2015
Paraplanner • Joined Aug 2022
Independent Financial Advisor • Joined Jan 2023
Paraplanner • Joined May 2023
Head Of Client Services • Joined Sep 2021
Client Services Associate • Joined Mar 2024
Client Services Associate • Joined Nov 2023
Chartered Financial Adviser • Joined Oct 2020
Independent Financial Adviser • Joined Apr 2013
Independent Financial Adviser • Joined Oct 2011
Independent Financial Advisor • Joined Feb 2021
Chartered Financial Planner • Joined Jun 2015
Paraplanner • Joined Aug 2022
Independent Financial Advisor • Joined Jan 2023
Paraplanner • Joined May 2023
Head Of Client Services • Joined Sep 2021
Head Of Compliance And Risk • Joined Oct 2021
Client Services Associate • Joined Mar 2024
Client Services Associate • Joined Nov 2023
Administrative Apprentice • Joined Jul 2021
View 13 members