Who Are Apogee Wealth Management

WE’VE MADE OUR MARK WITH AN ORIGINAL APPROACH.

We firmly believe (actually, we’d stake our reputation on it) that our success comes down to the personal relationships we have with our clients. We prefer to do everything face to face, so we get to know you better and you grow to trust us.

We’re ethical, professional and insist on the highest code of practice at all times. We operate a fair and transparent fee structure which makes working with us altogether easier.

We’re only able to offer such a personal, bespoke service because of the team we have on board, and you can find out more about them here.

Paul Rowling

Director
BA (Hons) Dip PFS (DM)

Paul graduated from University in the City of London in 1997 with a degree in Financial Services. He went on to work for large US and UK financial planning companies which gave him a solid grounding for his future career.
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Paul’s wealth of knowledge and experience has seen him hold senior roles within companies.

 

Specialising in Investment Planning, Estate Planning and Pre & Post Retirement planning, including Pension Transfers. Paul also works with professional connections to advise on Trustee Investments and Inheritance Tax. His success has been built on building long term relationships with private wealthy individuals and business owners.

Outside of work Paul likes to spend his time with his wife and 3 children, he is a keen sportsman and enjoys keeping active, watching and playing football.

David Clewlow

David Clewlow

Director
BA (Hons) Dip PFS

David has been a Financial Adviser since 2003, having previously spent 10 years with a multinational company in senior sales and marketing positions.
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David is a highly-qualified adviser holding advanced qualifications in Tax and Trusts and Investment Planning. He specializes in High Net Worth private and corporate clients, advising in all areas of Pensions, Investments and overall Tax planning.

 

David’s key strength is developing and maintaining client relationships where excellent service and attention to detail are essential. This has helped him develop a number of Professional Connections with firms that pride themselves with similar attributes.

Outside of work David enjoys spending time with his family in Anglesey, and plays a lot of sports including Squash, Golf and Football.

Simon Hardstaff

Simon Hardstaff

Director, Chartered Financial Planner
BSc (Hons) APFS (DM)

Simon has worked in the Financial Services industry since 1998 and has spent time working at a senior level for both large multinational companies and smaller regional firms.
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Simon is qualified to an advanced level in the areas of taxation and trusts, pension planning and investment planning. Simon’s technical competence and experience has provided him with the skills and knowledge needed to work with large corporate clients, business owners and the private affairs of wealthy individuals.
Gary Myers

Gary Myers

Business Development Manager
Cert PFS

For almost 30 years Gary has been involved within the Financial Services industry, having worked with large corporate clients and a number of high profile Independent Financial Adviser companies.
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Specialising in helping professional firms work together, Gary has a successful track record in developing and growing professional relationships between providers of financial advice with other professional practices, in particular accountants, solicitors and insurance brokers. Gary is uniquely placed to understand how different firms can work effectively together and his experience in this area has helped him forge strong links between numerous firms. Gary has also initiated and developed a number of successful and profitable joint ventures which has added significantly to the proposition of those firms involved. Gary is tenacious and dedicated in his approach and he brings with him an infectious enthusiasm and commitment to business development.
James Riley

James Riley

Financial Consultant
BSc (Hons), Dip PFS

Having started in Financial Services in 1997, James has experience working for banks and product providers as well as inside large and start up advisory practices.
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James works with business owners and private individuals helping them protect their present and plan for their future. An active networker, James is looking to build relationships with professional connections.

Away from work James is a keen sportsman, particularly Hockey, he plays for Alderley Edge HC and is a member of the England Masters squad.

Nick McCulloch

Nick McCulloch

Financial Consultant
Dip PFS

Nick has over 15 years experience in Financial Services. He has worked for several FTSE 100 companies delivering a high level of service to clients.
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Nick specialises in advising individuals and small to medium sized businesses. Nick has achieved a high level of professionalism which is underpinned with the qualifications he has attained including his advanced retirement planning qualification. Nick strongly believes in building mutually profitable relationships with clients for the long term.
Frederick Simmins

Frederick Simmins

Chartered Financial Planner
ACIB APFS

Fred is a highly qualified and experienced financial adviser having achieved Chartered status in Financial Planning being the pinnacle of achievement for Financial Advisers.
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This shows Fred’s commitment to high standards of knowledge, capability and ethical practice. Fred’s experience and individual qualities means he has built up long term relationships with both personal and corporate clients and prides himself that the majority of his new clients come through personal recommendations from existing clients. Fred specialises in providing advice to clients in their protection, investment, retirement and Inheritance Tax Planning needs. On a personal note Fred has been a children’s football coach for the past 16 years.
Rod Morton

Rod Morton

Corporate Consultant
BSc (Comb Hons), Dip PFS

Rod has been involved in the Financial Services Industry for 30 years. For most of this time Rod has been employed as a Pensions Specialist and latterly as a Pensions Business Development Manager.
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In recent years Rod has held senior positions with responsibility for promoting the firms’ pension proposition and developing the company’s corporate pension strategy. A key aspect of Rod’s role has been helping advisers and their clients to understand and interpret the ever changing world of pensions and how they can best use technical and legislative changes to maximum benefit.

Rod has experience of most aspects of pension planning, specialising in the corporate pensions market including restructuring company pension schemes; employee engagement; salary exchange arrangements; and group protection. Currently Rod’s primary focus is on working with employers, accountants and solicitors to help them deal with the requirements of the Auto-Enrolment legislation, one of the biggest challenges the pensions market has faced for many years.

Janine Wilson

Janine Wilson

Senior Consultant
APFS

Janine has worked in financial services since 1991 and has attained Chartered Financial Planning Status, the highest professional status in Financial Services.
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Her advanced qualifications include tax and inheritance tax planning and specialist pension’s advice.

Over this time Janine has gained invaluable experience dealing with many private clients, including high net worth individuals, and business owners on all aspects of financial planning. This has involved working alongside solicitors and accountants to provide her clients with a holistic approach to financial planning.

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