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.
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.
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.
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.
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.
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.
Business Development Manager
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.
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.
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 has over 15 years experience in Financial Services. He has worked for several FTSE 100 companies delivering a high level of service to clients.
Chartered Financial Planner
Fred is a highly qualified and experienced financial adviser having achieved Chartered status in Financial Planning being the pinnacle of achievement for Financial Advisers.
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.
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 has worked in financial services since 1991 and has attained Chartered Financial Planning Status, the highest professional status in Financial Services.
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.
01565 757 811 or email us at firstname.lastname@example.org
Apogee Wealth Management Ltd,