We focus on your vision for the future

I felt that Simon Hardstaff took the time to understand my financial situation and the outcomes that I wanted to achieve. He delivered effective solutions and took the time to explain them to me in a way that I could understand. The admin staff at Apogee that I have dealt with have been very proactive, efficient and responsive to my needs.

Nick McCulloch is highly experienced and knowledgeable and offers advice which helped me make the best decisions as to how to invest. Highly professional .

I’ve been with Apogee for about 10 years, they are professional, trustworthy and reliable. If you are looking for solid performance, straightforward advice and consistent results then look no further.

Professional and efficient service.

James Riley is super helpful. Very knowledgable and helped me when I was looking at a comparison from my original IFA, St James Place. James and Apogee are so much more involved and interactive. Communication is excellent and James is also willing to take calls and questions from me. Plus a really pleasant guy and genuine.

Apogee Wealth Management gave me advice and financial planning on my pensions which I was unsure what to do. I now have peace of mind & clarity on my future retirement goals.

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. In mid 2025, Louise became our third AWM advisor. Helpful and knowledgable, Louise has continued to give us sound financial advice. We continue to receive annual review meetings. We are grateful for Louise's financial advice and expertise. Our assets have continued to grown well. We thoroughly recommend Louise and the services of AWM. We cannot thank them enough for the help and advice we have received over the past twelve years. We look forward to a long and beneficial association with Louise and the continued successful relationship with Louise and Apogee Wealth Management.

Nick provides an excellent service !

Don't know how to put this in words Louise our advisor for apogee is unbelievable She made my transition from working to retirement so stress free, her advice has been amazing and has been a friend who is able to bring it down to an understandable level. I can only thank louise for the way she has handled my account there are no negatives

Simon hardstaff has provided excellent support in managing my pension and during my husband‘s illness and my bereavement

Excellent advice for individual circumstances. Response personal service with wide range of expertise to assist in all aspects of financial planning .

Simon and the team at Apogee Wealth Management are knowledgeable, professional and friendly and have helped my husband and I plan our finances with confidence. We're really happy with the service we received and would recommend to others.

My wife and I have been heloed immensely by Janine Wilson who works withh Apogee Wealth Maanagement Ltd. Her help and advice have always been highly professional, eminently practical and, over the years, she has become a valued and trusted friend.

Janine Wilson has provided support following my divorce and organising my pension. Her guidance has been a reassuring feature over the past ten years. I felt confident enough to refer her to a friend who needed financial advice.

Ross, Will and the team at Apogee are fantastic to have as part of your tribe! I'm not confident with the world of finance but they make it all make sense and take the time to make sure I have all the information I need to make the bet decisions for my future.

Good clear investment and pension advice

I have had Apogee as my advisors in excess of 10 years with James Riley being my personal advisor and can honestly say I get a 10/10 service.

Very well run company with outstanding staff

William has been great the help and advice have been exemplary. He is never too busy for even the simplest of questions thank you.

Honest, understanding as they take the individual through a very complex system and explain everything step by step making sure that the investor has full knowledge of the market. Well recommended.

Excellent pension fund manager with a friendly and approachable manner. Would recommend them without hesitation.

Louise Pickford has been our advisor for the last 2 years after our previous advisor left. Fantastic, very knowledgeable, great advice, responsive and really friendly. Everything you could ask for and more

We have been a client of Appogee from the very beginning and always had good consistent service. All the associates we have dealt with have been friendly, curteous and professional . We would not hesitate to recommend this company.

My husband was really happy with the support, help and advice received over the last 2yrs with regards to his pension. Louise has been great. Prompt responses to any emails and calls made. We have been able to wind down to retirement with confidence. Thank you Louise.

Nick McCulloch at Apogee Wealth Management has been looking after my pension for over 13 years. Prior to his move to Apogee, Nick was my Financial Advisor at his previous company for over 10 years. Having managed my pension and finances for over 20 years says it all I think. We have regular, scheduled meetings and Nick responds promptly to emails and calls. I have no hesitation in recommending him.

Pleasant staff with can-do attitude

Excellant financial advice and support

William is friendly, patient & knowledgeable. He explains everything & was extremely helpful when I needed access to my funds . My pension in a very safe pair of hands !

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

I would highly recommend Louise and Apogee Wealth Management to anyone seeking trustworthy, knowledgeable and client focussed financial advice. Communication is excellent with regular updates ensuring everything is on track.

Apogee Wealth Management has helped me with my investment for several years now. Ross Webster’s approach is individual to each person, he is knowledgeable and really takes the time to listen to my needs and future plans. It’s great to know that all the worry is taken away from me. Ross provides choices and explanations to allow me to remain in control of how my investment works for me. The back up team is brilliant too.

Paul Rowling from Apogee Wealth Management Ltd has been our financial adviser since 2018. Our previous financial adviser retired and recommended Paul as his successor. Paul has been very supportive. We have regular review meetings at our home but he is also very approachable by 'phone or email at other times to respond to any urgent queries or concerns. Our portfolio has done extremely well under his supervision. We have confidence in Paul and his team at Apogee. We have no concerns.

Have always found William understanding & approachable regarding my pension requirements. would highly recommend himself & apogee to my friends & colleagues .

We have taken valuable advice from Janine Wilson for many years including pension advice ,setting up a family property trust and dealing with my late mother’s tax matters.Excellent and diligent advice.

Louise Pickford was so helpful in supporting my financial decision making. Responds quickly to correspondence and makes things easy to understand. Thank you Louise

Russell and I have been with Apogee for quite a few years and Louise Pickford has been our financial advisor for at least the last 4 years. We are extremely impressed with her a totally trust in her to manage our finances. We have regular communications and reviews and we wouldn’t know where to begin without her. Thank you so much

We have received advice and guidance from James Riley for a number of years and would absolutely recommend him to others

Great advice, keep you informed. Nice to have face to face contact instead of phone, email etc.,

I find Will helpful and friendly. He explains things in a clear and easy to understand way.

I have used Stuart Craig for over 17 years and he is the most honest and transparent person you could meet. His financial advice is second to none and I trust him 100% with all aspects of my finances, from pensions through to life cover and the rest. I highly recommend him to anyone who wants any form of financial advice with a thorough explanation throughout. He is always at the end of the phone and nothing is too much trouble. Stuart is just an all round good guy with phenomenal knowledge in the financial field.

We have received very good advice from William in managing our accounts and retirement planning. He has always explained options fully and suggested ways forward after listening to our requirements. We would be happy to recommend him and the company to others .

I have been using Apogee for around 3 years, and can not fault the service. Everything is clearly explained, I am kept updated with information on my investments and nothing is too much trouble when it comes to me asking silly questions. Louise has been so helpful, I would 100% recommend this company.

Very reliable and thoughtful wealth management advisors

Very professional and helpful advice I have seen my portfolio grow over the years and management of my wealth are in good hands

My husband has been using Apogee's services for many years to deal with his investments and financial affairs. I have become involved in a much more minor way over the past couple of years. We have always found James extremely helpful and, more importantly, very clear and easy to understand And patient! We are very happy to continue to have him oversee our financial affairs. Gay Rhodes

Good advice given which showed knowledge of external financial environment

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

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

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

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.

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!

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.

Great advice, well explained. I feel I'm in a much better place and more prepared for retirement. Thanks Nick M!

Excellent advise and very professional and human relationship

Good advice as always