Apogee Wealth Management Ltd

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Reviews

1. Janine Rees ★★★★★

   I have used Stuart Craig for over 17 years and he is the most honest and transparent person you could meet. His financial advice is second to none and I trust him 100% with all aspects of my finances, from pensions through to life cover and the rest. I highly recommend him to anyone who wants any form of financial advice with a thorough explanation throughout. He is always at the end of the phone and nothing is too much trouble. Stuart is just an all round good guy with phenomenal knowledge in the financial field.

   almost 3 months ago
2. Robert Buckley ★★★★☆

   We have received very good advice from William in managing our accounts and retirement planning. He has always explained options fully and suggested ways forward after listening to our requirements. We would be happy to recommend him and the company to others .

   almost 4 months ago
3. Karen Chadwick ★★★★★

   I have been using Apogee for around 3 years, and can not fault the service. Everything is clearly explained, I am kept updated with information on my investments and nothing is too much trouble when it comes to me asking silly questions. Louise has been so helpful, I would 100% recommend this company.

   almost 4 months ago

1. GAY Rhodes ★★★★★

   My husband has been using Apogee's services for many years to deal with his investments and financial affairs. I have become involved in a much more minor way over the past couple of years. We have always found James extremely helpful and, more importantly, very clear and easy to understand And patient! We are very happy to continue to have him oversee our financial affairs. Gay Rhodes

   almost 6 months ago
2. G R ★★★★★

   We have been a client of Appogee from the very beginning and always had good consistent service. All the associates we have dealt with have been friendly, curteous and professional . We would not hesitate to recommend this company.

   almost 6 months ago
3. Lyn Huggins ★★★★★

   Good advice as always

   almost 3 years ago

1. Nick Birch ★★★★★

   Back in April, I made an email enquiry with Apogee to deal with some family financial affairs. Following my initial enquiry, i was quickly contacted by a Director, Simon, who quickly assessed my needs. He referred me to Stephen Davies who dealt with our situation over a period of time and face-to-face meetings. He has been great - his approach is just right and he really helped me reach some considered conclusions. A great company, these guys are really worth considering for financial planning advice.

   almost 4 years ago

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