James Riley

I have been immersed in the financial services profession since my graduation in 1997. My journey has taken me through various positions, including working for banks and providers, and as a mortgage broker before becoming a financial adviser. Since October 2011, I’ve been an integral part of the Apogee team. I enjoy working with company directors and families to assist with planning for the next generation. I help create tax-efficient income and retain family wealth through pension reviews, Inheritance Tax and investment planning. I’m a huge lover of sports, and it’s beside or on the hockey pitch where I truly shine. I am the men’s chair of my local hockey club, a member of the England Masters Squad and I showcase my skills as a 1st XI player. Beyond playing, I impart my knowledge as a certified FIH level 2 coach and a qualified umpire. 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.