Apogee Wealth Management Ltd - Knutsford

Introduction to Apogee Wealth Management Ltd

Apogee Wealth Management Ltd is a distinguished financial planning and investment service provider located in Knutsford, Cheshire. Situated at No1 Booths Park, Knutsford WA16 8GS, United Kingdom, the company offers a comprehensive suite of financial solutions tailored to meet the diverse needs of its clientele. With a dedicated team of experienced professionals, Apogee Wealth Management is committed to guiding individuals and families towards their financial goals, fostering long-term security and prosperity. Their focus is on providing personalized advice and expertly managed investment strategies, ensuring clients remain confident and informed throughout their financial journey. The company prides itself on its dedication to client satisfaction and transparent communication, establishing itself as a trusted partner in wealth management.

Company Overview and Specialties

Apogee Wealth Management operates as a Financial Planner and offers a range of Investment Services. They specialize in crafting bespoke financial plans that encompass retirement planning, investment portfolio management, inheritance tax planning, and estate planning. Their services aren’t limited to simply managing investments; they take a holistic approach, considering all aspects of a client’s financial situation to develop a strategy that aligns perfectly with their aspirations and risk tolerance. The company’s expertise extends to various investment vehicles, including stocks, bonds, mutual funds, and alternative investments, ensuring clients have access to a diversified portfolio designed to maximize returns while mitigating potential risks. They consistently strive to stay abreast of market trends and regulatory changes, guaranteeing clients benefit from the most up-to-date and informed advice.

Location and Accessibility

The physical location of Apogee Wealth Management at No1 Booths Park, Knutsford WA16 8GS, United Kingdom provides a professional and welcoming environment for clients. The office is designed to facilitate easy communication and build strong client relationships. Furthermore, the company demonstrates a strong commitment to inclusivity and accessibility. They offer a Wheelchair-Accessible Car Park, a Wheelchair-Accessible Entrance, and a Wheelchair-Accessible Toilet, ensuring that individuals with mobility challenges can comfortably access their services. A Toilet is also readily available. It is important to note that an Appointment is required, and appointments are strongly recommended to optimize the client experience and allow for dedicated, focused consultation.

Client Feedback and Reputation

Apogee Wealth Management has garnered a highly positive reputation within the financial services industry, reflected in its impressive Average opinion: 5/5 rating on Google My Business. With 12 reviews on Google My Business, the feedback consistently highlights the company’s exceptional service and client communication. Clients frequently commend the proactive and informative approach of the advisors, emphasizing their willingness to explain complex financial concepts in a clear and understandable manner. Many appreciate the company's commitment to ongoing communication, ensuring clients are kept fully informed of any developments affecting their investments or financial plans. Several clients have noted the added value of receiving recommendations for additional services that could benefit their financial well-being, showcasing a dedication to providing a truly comprehensive and client-centric experience. The emphasis on personalized attention and tailored solutions appears to be a key factor contributing to the overwhelmingly positive feedback.

Contact Information

For those seeking professional financial guidance, Apogee Wealth Management Ltd is readily accessible. Potential clients can reach the company at Phone: 1565757811. Alternatively, they can explore their comprehensive offerings and learn more on their Website: apogeewealth.co.uk. The website provides detailed information about the services offered, the team’s expertise, and client testimonials.

👍 Reviews of Apogee Wealth Management Ltd

Rob M.

5/5

Excellent service with constant communication. I'm still a fair distance from retirement but Apogee asked what I would like to achieve financially and explained what I needed to do to get there. They are also excellent at identifying additional services which could financially benefit their customers and offer the best managed products.

Gerry B.

5/5

Having worked with several Advisers in wealth management our reasons for selecting Apogee :
They are the most professional & client centric team we have worked with to date. They make potentially complex data/decisions, simple; use enabling tech. to help clients monitor performance & maintain control. They are adaptable, responsive, totally transparent & genuinely great value. All credit to Simon, his Partners & their team. Highly recommended.

Craig A.

5/5

James is always very professional and looks after my Pension needs in a very efficient way to maximise growth.

Michael B.

5/5

Been with nick for a great number of years reliable and honest there's nothing to add.

Keith S.

5/5

We were introduced to Apogee Wealth Management (AWM) and Paul via a solicitor/executor when my mum passed away. Sympathetic, helpful and knowledgable, Paul gave us great financial advice. Having assessed our attitude to risk, he set us up with a joint general savings account and individual tax-efficient stocks and shares ISAs with Transact. We continued to receive
6-monthly review meetings with Paul until he withdrew from the “coalface” to spend more time in his role as director. We miss our meetings with Paul – always friendly and informative. We are forever grateful to for his financial advice and expertise. Our assets have grown well in spite of some rocky financial roads. We thoroughly recommend Paul and the services of AWM. We cannot thank them enough for the help and advice we have received over the past ten years, and look forward to our continued relationship in the future.
When Paul withdrew to concentrate on his director role in mid 2022, his associate, Stephen became our advisor. Stephen literally took over where Paul left off. He has given us sound financial advice within and outside our 6-monthly review meetings. We look forward to a long and beneficial association with Stephen and the continued successful relationship with Stephen and AWM.

Rick S.

5/5

Transparency is key alongside clear explanation of options James Riley and apogee provided this.
Very happy

Paul F.

5/5

Complete confidence that Apogee meets all my expectations regarding advise of our pensions

claire N.

5/5

Thoroughly recommend James Riley at AWM for pensions planning and execution of the advice provided. Very professional and approachable - knows the technical stuff inside out!