0330 038 8938
Based in Knutsford
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2024
4.9 out of 5
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FCA Regulated
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 17 June 2025
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
43
Recent Client Reviews
Paul has received 43 client reviews in the past 12 months; 98% of these have been verified
Verified reviews: 98%
Paul has received 43 client reviews in the past 12 months; 98% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 04 June 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Paul has not yet added their qualifications to their profile
Transparent Fees
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Paul has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 17 June 2025
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
43
Recent Client Reviews
Paul has received 43 client reviews in the past 12 months; 98% of these have been verified
Verified reviews: 98%
Paul has received 43 client reviews in the past 12 months; 98% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 04 June 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Paul has not yet added their qualifications to their profile
Qualifications not yet added
Paul has not yet added their qualifications to their profile
Transparent Fees
Paul has not yet added their fees to their profile
Fees not yet added
Paul has not yet added their fees to their profile
I began my career in 1994 after earning a BA (Hons) in Financial Services. I gained experience working for large US and UK financial advice companies before helping to found Apogee Wealth Management. In my role, I advise high net worth clients on various aspects of wealth management, including investments, pensions, and Inheritance Tax. As a director and owner, I am responsible for running and growing the business. I am married with three children. I enjoy spending time with my family, watching football, and coaching my local youth football team. At Apogee Wealth Management, we understand that everyone is unique. Since 2009, we have been providing bespoke financial advice to meet the individual needs of our clients in Cheshire and beyond. We firmly believe that our success comes down to the personal relationships we have with our clients, with a focus on face-to-face support and guidance. Our ethos is simple. We’re ethical and professional and we insist on upholding the highest standards at all times. This is illustrated by our Chartered firm status, which reflects our commitment to excellence in professionalism. We also operate a fair and transparent fee structure, ensuring our clients have clarity every step of the way. Our personal service is made possible by our team of experts, each focused on helping you achieve your financial objectives. Get in touch today to learn how we can help you.
Offers available through VouchedFor
Contact Paul through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Apogee Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (503713). Registered in England and Wales at No.1 Booths Park, Chelford Road, Knutsford, Cheshire, WA16 8GS. Company Registration Number: 06925283.