William Kelly

About

I bring five years of valuable experience to my role, having honed my skills across Apogee’s client service and paraplanning teams. My expertise lies in pre- and post-retirement planning, with a keen focus on optimising tax efficiency for my clients. I specialise in assisting young individuals embarking on their financial journey, empowering them to actively manage their finances and build retirement pots for the future. I am an avid football fan, passionately following the sport at all levels, and I hold a season ticket for Tranmere Rovers. On the weekend, I indulge my love for travelling by embarking on city breaks abroad, immersing myself in the cultures and sampling local cuisines. 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.