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VerifiedFinancial Services· Founded 2009

Apogee Wealth Management

Apogee Wealth Management is a progressive, advice led firm providing independent financial advice to private individuals, trustees, business owners, corporate clients, and other professional connections. We firmly believe that providing financial advice is best delivered on a face to face basis and the personal relationships we build with our clients contribute the most to successful results. Our experienced team has the skill and the knowledge to ensure even the most complex planning exercises seem straightforward and we are dedicated to maintaining the highest standards of service at all times. Choosing to work with Apogee Wealth Management gives you direct access to a wealth of experience and knowledge which we use to help you achieve your financial goals.

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HeadquartersKnustford, United KingdomEmployees19(11 to 50)Annual revenue$1M to <$10MFounded year2009Websiteapogeewealth.co.ukLinkedIn profileLinkedIn

Verified contacts

13

available on Kipplo

LinkedIn employees

19

11 to 50 range

Open roles

no listings

Distinct roles

7

indexed titles

Tech stack

1

tools in use

Monthly traffic

2

organic / mo

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Top roles at Apogee Wealth Management

7 distinct titles indexed · top 7 shown.

  • 3independent financial adviser
  • 3paraplanner
  • 2client services associate
  • 2independent financial advisor
  • 1chartered financial planner
  • 1head of client services
  • 1head of compliance and risk

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