Janine Wilson

About

I've been providing financial advice for more than 34 years now, primarily serving clients in the South Lakes, Cumbria, the Fylde Coast, Cheshire, and Preston areas. While I have a comprehensive understanding of all aspects of financial planning, my main focus lies in collaborating with solicitors to advise clients on trust planning and estate matters following the loss of a partner, ensuring a holistic approach to their financial wellbeing. To strengthen my connections with solicitors, I've acquired the STEP Certificate for Financial Services, Trusts, and Estate Planning and have become a STEP Affiliate. I'm married to Paul, and together we share our home with two miniature Schnauzers, Dougie and Stanley, who we adore walking with and taking on holidays across the country to explore new areas. My other interests include Pilates, staying fit, open water swimming, cooking, and baking. 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.