Apogee Reviews

Sue 2026.03.09

     

I would highly recommend Louise and Apogee Wealth Management to anyone seeking trustworthy, knowledgeable and client focussed financial advice. Communication is excellent with regular updates ensuring everything is on track.

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Reply from Apogee

Thank you for your kind words and for recommending Louise and Apogee Wealth Management. We’re very pleased to hear that you value the communication and ongoing updates you receive.

Keeping clients informed and providing clear, client-focused advice is central to the way we work, so it’s great to know this has helped you feel confident that everything remains on track. We look forward to continuing to support you with your financial planning.

Myrtle Akkers 2026.02.20

     

Apogee Wealth Management has helped me with my investment for several years now. Ross Webster’s approach is individual to each person, he is knowledgeable and really takes the time to listen to my needs and future plans. It’s great to know that all the worry is taken away from me. Ross provides choices and explanations to allow me to remain in control of how my investment works for me. The back up team is brilliant too.

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Reply from Apogee

Thank you for your generous review and for being a valued client of Apogee Wealth Management for several years.

We are pleased to hear that Ross’s tailored approach and commitment to understanding your individual needs and long-term plans have given you reassurance. It is also wonderful to receive your positive feedback about our support team. We take great pride in offering a responsive and professional service at every stage of the client journey.

Thank you again for your continued trust and for sharing your experience.

David Woodcock 2026.02.01

     

Paul Rowling from Apogee Wealth Management Ltd has been our financial adviser since 2018. Our previous financial adviser retired and recommended Paul as his successor. Paul has been very supportive. We have regular review meetings at our home but he is also very approachable by 'phone or email at other times to respond to any urgent queries or concerns. Our portfolio has done extremely well under his supervision. We have confidence in Paul and his team at Apogee. We have no concerns.

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Reply from Apogee 2026.02.06

Thank you for sharing your experience. We're delighted to hear that Paul’s support and approachability have made a positive difference over the years. It’s great to know that regular reviews and clear communication have helped you feel confident in both the service and your portfolio’s performance. We truly value your trust in the team.

James Dempsey 2026.01.30

     

Have always found William understanding & approachable regarding my pension requirements. would highly recommend himself & apogee to my friends & colleagues .

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Reply from Apogee

Thank you for your kind words and for taking the time to leave a review. We’re so pleased to hear that you’ve found William approachable and understanding when it comes to your pension planning.

Your recommendation means a great deal to us, and we’re delighted to know you’d feel confident referring friends and colleagues.

We look forward to continuing to support you in the future.

John Fisher 2026.01.13

     

We have taken valuable advice from Janine Wilson for many years including pension advice ,setting up a family property trust and dealing with my late mother’s tax matters.Excellent and diligent advice.

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Reply from Apogee 2026.01.19

Thank you for your thoughtful review. We're delighted to hear that Janine’s advice has been valuable to you over the years.

Providing clear, diligent support is at the heart of what we do, and it's great to know this has made a meaningful difference. We appreciate your trust and look forward to continuing to support you.

Sharon Parke 2026.01.09

     

Louise Pickford was so helpful in supporting my financial decision making. Responds quickly to correspondence and makes things easy to understand. Thank you Louise

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Reply from Apogee 2026.01.19

Thank you for your review. We're pleased to hear that Louise’s clear advice and prompt support made a positive difference to your financial decision making. We appreciate your feedback and look forward to continuing to support you.

YVONNE 2026.01.04

     

Russell and I have been with Apogee for quite a few years and Louise Pickford has been our financial advisor for at least the last 4 years. We are extremely impressed with her a totally trust in her to manage our finances. We have regular communications and reviews and we wouldn’t know where to begin without her. Thank you so much

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Reply from Apogee 2026.01.09

Thank you for your kind words and for the trust you’ve placed in both Louise and Apogee over the years. We’re so pleased to hear that your experience has been such a positive one, and that Louise’s ongoing support has brought you clarity and confidence in your financial planning.

We truly value your continued trust and look forward to supporting you in the years ahead.

Simon Isherwood 2025.12.19

     

We have received advice and guidance from James Riley for a number of years and would absolutely recommend him to others

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Reply from Apogee 2025.12.22

Thank you for your kind words and ongoing trust in James. It's a pleasure to support you over the years, and your recommendation is truly appreciated. We're glad the advice has continued to be helpful and relevant to your needs.

Debbie Jones 2025.12.01

     

Great advice, keep you informed. Nice to have face to face contact instead of phone, email etc.,

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Reply from Apogee

Thank you for your feedback. We're pleased to know that you value being kept informed and have found the advice beneficial.

We look forward to continuing to provide the support and guidance you need as your plans evolve.

Pauline Clark 2025.11.05

     

I find Will helpful and friendly. He explains things in a clear and easy to understand way.

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Reply from Apogee 2025.11.07

Thank you for your kind words. It’s great to hear that you’ve found Will approachable and easy to talk to. We really appreciate you taking the time to share your experience.

Janine Rees 2025.11.03

     

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.

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Reply from Apogee

Thank you for taking time to leave a review, it really means a great deal to have your trust and support after all these years. We're glad to hear Stuart’s advice and approach have made a difference, and that you feel confident knowing he’s always there when needed.

Thanks you for the recommendation – it’s genuinely appreciated.

Robert Buckley 2025.10.21

     

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 .

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Reply from Apogee 2025.10.24

Thank you for your kind review. We're pleased to hear that William's advice has supported you with your accounts and retirement planning. It's especially encouraging to know you felt listened to and that the options were clearly explained.

We really appreciate your recommendation — it means a great deal to us.

Karen Chadwick 2025.10.13

     

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.

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Reply from Apogee 2025.10.17

Thank you for your kind feedback. We’re really pleased to hear you’ve had a positive experience over the years and we’re especially pleased to know Louise has been so helpful. Your recommendation means a great deal and we look forward to continuing to support you.

Paul Roberts 2025.10.13

     

Very reliable and thoughtful wealth management advisors

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Reply from Apogee 2025.10.17

Thank you for your kind review. We're pleased to know you’ve found our advice both reliable and thoughtful, your feedback means a great deal. We look forward to continuing to support you on your financial journey.

Steve Neale 2025.09.20

     

Very professional and helpful advice I have seen my portfolio grow over the years and management of my wealth are in good hands

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Reply from Apogee

Thank you for sharing this feedback. It’s always encouraging to hear that the advice and ongoing support have made a positive difference. Your trust is greatly appreciated.

Marcia Peet 2025.09.19

     

Janine Wilson is highly experienced and knowledgeable and offers advice which helped me make the best decisions as to how to invest an inheritancy I came into. Highly professional lady.

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Reply from Apogee 2025.09.26

Thank you for taking the time to leave a review. It’s always rewarding to hear that the advice provided has helped someone feel more confident in making important financial decisions. We look forward to continue working with you in the future.

GAY Rhodes 2025.08.18

     

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

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Reply from Apogee 2025.08.22

Thank you for taking the time to share your experience. It’s wonderful to hear that both you and your husband have found the advice and support helpful over the years, and it’s rewarding to know this has made a difference for you. We’re delighted that you feel confident having James oversee your financial affairs and we look forward to continuing to support you both in the years ahead.

Adele Williams 2025.08.10

     

Good advice given which showed knowledge of external financial environment

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Reply from Apogee

Thank you for your taking the time to leave a review. We look forward to continuing to support you in the future.

G R 2025.08.01

     

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.

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Reply from Apogee 2025.08.08

Thank you for taking the time to leave such a kind review. We're really pleased to hear you've consistently received the level of service we aim to deliver. We're grateful for your long-standing trust and look forward to continuing to support you in the years ahead.

Kim Collier 2025.07.14

     

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Reply from Apogee 2025.07.18

Thank you for taking the time to leave a review, it is greatly appreciated.