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.
claire n
2024-11-26
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!
Gerry Baxter
2024-11-23
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.
Robert Gibbons
2024-11-23
Great advice, well explained. I feel I'm in a much better place and more prepared for retirement. Thanks Nick M!
Leandro Herrero
2024-11-23
Excellent advise and very professional and human relationship