News

5
Nov

Apogee Wealth Management acquires Premier Financial Planning

As part of its growth strategy, Apogee Wealth Management has announced the acquisition of Premier Financial Planning UK – an IFA firm based in Furness Vale with clients based in Cheshire and across the UK. The deal will see Managing Director, Stuart Cafferty move across to Apogee Wealth Management to assist with the client transition.

Simon Hardstaff, Director at Apogee Wealth Management said: “We’re seeing across the region a high demand for good, independent financial advice, especially in these uncertain times. Stuart has built a successful business trusted by his clients and we’re delighted that we’re able to build on and continue his good work from over the last 30 years.”

Reflecting on the change Stuart said: “I have struggled with this decision as I enjoy my work and my main pleasure has been visiting clients and helping as necessary with their financial decisions. However, since deciding to retire I have looked at various options and I feel confident that Apogee will continue to look after our clients to a very high standard. Apogee is a larger firm than Premier with all the resources to provide an excellent, all-round service going forward. It is a modern practice but with traditional values and like us, places a great deal of emphasis on the importance of face to face advice and personal service. Importantly, they are an Independent Firm, which means they can continue to support and work with our clients without needing to change things unnecessarily. Finally, it is also reassuring that they have been awarded the prestigious Chartered Firm status, demonstrating their commitment to an overall standard of excellence and professionalism. I will look forward to introducing the Apogee team to my clients in the coming weeks and months.”

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