Apogee Wealth Management Ltd - Knutsford

Address: No1 Booths Park, Knutsford WA16 8GS.
Phone: 01565757811.
Website: apogeewealth.co.uk
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointment required.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Apogee Wealth Management Ltd

☎️01565757811

⏰ Open Hours of Apogee Wealth Management Ltd

Monday: 8 am–6 pm
Tuesday: 8 am–6 pm
Wednesday: 8 am–6 pm
Thursday: 8 am–6 pm
Friday: 8 am–6 pm
Saturday: Closed
Sunday: Closed

Apogee Wealth Management Ltd: Un proveedor de servicios financieros de confianza

Apogee Wealth Management Ltd se encuentra ubicada en No1 Booths Park, Knutsford WA16 8GS, un centro financiero en el corazón de Cheshire. Con un número de teléfono de 01565757811, esta empresa ofrece servicios de planificación financiera y asesoramiento de inversiones a sus clientes.

Mision y visión

La misión de Apogee Wealth Management Ltd es proporcionar servicios financieros de alta calidad y personalizados a sus clientes, ayudándoles a alcanzar sus objetivos financieros a largo plazo. La empresa se enfoca en entablar relaciones duraderas con sus clientes y proporcionarles asesoramiento y orientación para tomar decisiones informadas sobre sus finanzas.

Especialidades

Apogee Wealth Management Ltd se especializa en la planificación financiera y el asesoramiento de inversiones. Los expertos de la empresa tienen una amplia experiencia en la creación de planes financieros personalizados y la selección de productos de inversión que se adaptan a las necesidades de cada cliente.

Características

Wheelchair-accessible car park

Wheelchair-accessible entrance

Wheelchair-accessible toilet

Toilets

* Appointment required

Estas características garantizan que los clientes con discapacidad puedan acceder fácilmente a los servicios de la empresa.

Opciones de contacto

Para obtener más información o programar una cita con un asesor financiero, puede visitar la página web de Apogee Wealth Management Ltd en apogeewealth.co.uk o llamar al teléfono 01565757811.

Recomendación

Si está buscando un proveedor de servicios financieros de confianza y con experiencia, Apogee Wealth Management Ltd es una excelente opción. Con su enfoque en la planificación financiera y el asesoramiento de inversiones, esta empresa puede ayudar a los clientes a alcanzar sus objetivos financieros a largo plazo. No dude en contactar a Apogee Wealth Management Ltd a través de su página web para obtener más información y programar una cita con un asesor financiero.

👍 Reviews of Apogee Wealth Management Ltd

Apogee Wealth Management Ltd - Knutsford

Rob M.

5/5

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.

Gerry B.

5/5

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.

Keith S.

5/5

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.

5/5

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!