0330 038 8940
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
Checks carried out by VouchedFor
FCA status: Certified by Firm
Louise is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Louise's status
Last checked: 15 July 2025
Louise is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Louise's status
32
Recent Client Reviews
Louise has received 32 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Louise has received 32 client reviews in the past 12 months; 100% 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: 15 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.
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Louise has not yet added their qualifications to their profile
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Louise has not yet added their qualifications to their profile
Transparent Fees
Louise has not yet added their fees to their profile
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Louise has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Louise is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Louise's status
Last checked: 15 July 2025
Louise is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Louise's status
32
Recent Client Reviews
Louise has received 32 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Louise has received 32 client reviews in the past 12 months; 100% 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: 15 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
Louise has not yet added their qualifications to their profile
Qualifications not yet added
Louise has not yet added their qualifications to their profile
Transparent Fees
Louise has not yet added their fees to their profile
Fees not yet added
Louise has not yet added their fees to their profile
I have been a financial adviser for more than 20 years, with experience working for FTSE 100 companies and, more recently, smaller independent companies. Firmly rooted in my belief that financial planning is essential for everyone, irrespective of age, assets, or experience, I am committed to empowering my clients with personalised strategies tailored to their unique circumstances. I enjoy working with clients on their retirement plans, helping them to understand their current position and formulating a plan to focus on going forward. I also advise on Inheritance Tax and business protection. I live in Leek alongside my partner, Tom, and our two boys, Ben and Maximus. Our days are filled with activities such as cooking and baking, strolls with our Cocker Spaniel, Poppy, and outings for family meals, cinema visits, and bowling trips. My passion for home renovations and DIY projects keeps me busy and I am currently renovating my fourth property. 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).
About Louise's clients
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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.