James Riley (Apogee Wealth Management Ltd)
|Last online||23rd May 2013|
|Member since||28th Nov 2011|
|Number of views||372|
|Number of posts||10|
|Number of testimonials||3|
|Independent Financial Adviser|
|Business & Private Financial Management|
|Financial Planning and Wealth Management|
|Wealth preservation & 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.
We are based in Knutsford, Cheshire and have clients throughout the UK.
I am a keen sportsman and play Hockey for Alderley Edge and try to play golf, usually at Styal Golf Club.
I am married and a proud father.
I became involved in Financial Services straight from University (every young man's dream!) when offered a job in order to enable me to continue to play Cricket...!
Since being involved, I have experienced working in banks, life offices, mortgage brokers, start up companies, large IFAs and small practices, so I consider myself well rounded.
My aims are to give a high level of service and the right advice for the individual. Because every one is different. I have obtained the Diploma in Financial Planning, so I will be about for a good while yet.
I am looking to establish contacts with like minded individuals, to help and support clients and build a good two-way rapport,