David Clewlow

David Clewlow

Apogee Wealth Management Ltd

Minimum savings/pensions: Any amount

0330 038 8939
Based in Knutsford
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Top Rated 2025
Verified since: November, 2024

5 out of 5

21 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 15 April 2025

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 21

    Recent Client Reviews

    Verified reviews: 100%

    David has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 29 April 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

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    David has not yet added their qualifications to their profile

  • Transparent Fees

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    David has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 15 April 2025

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 21

    Recent Client Reviews

    Verified reviews: 100%

    David has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 29 April 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

    Qualifications not yet added

    David has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    David has not yet added their fees to their profile

With more than 21 years of experience as a financial adviser, I advise high net worth clients on various aspects of wealth management, including investments, pensions, and Inheritance Tax planning. As one of the Directors and Owners of Apogee Wealth Management, I am responsible for running and growing the business alongside Paul Rowling and Simon Hardstaff. I find real joy in spending time with my wife, Sue, and our two sons, George and Will. I especially love cheering on our sons from the sidelines as they play football, rugby, or hockey. Aside from family time, I enjoy indulging in good food and wine, with Sue standing out as the best chef I know! When I get a spare afternoon or evening to myself, I play golf and hockey, and when pressured to do so, I visit the gym. 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.

£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.