Apogee Wealth Management Privacy Policy

Proud to be Chartered Financial Planners

We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).

This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.

When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.

Note: With over 100,000 members, the CII is the world’s largest professional body dedicated to the insurance, savings and financial services sector.

“Apogee Wealth Management install a lot of confidence in what they do, giving us piece of mind that our money is being managed correctly.”

Mr D & Mrs S Mabbott

If you are interested in learning more about what Apogee has to offer contact us today
on 01565 757 811 or email us at advice@apogeewealth.co.uk