Derby Financial Advice
Derby based Apex Wealth Management, we offer advice on a range of financial matters.
Financial advice appointments are available both daytime and evening and can take place in your home or at our Derby City Centre office.
We are a professional organisation with a wealth of expertise in financial planning.
At Apex Wealth Management Ltd, we have adopted a unique ethos in that every single customer is treated with high regard and that they feel completely comfortable and relaxed from the outset.
We will provide a deep understanding of each customers situation at our free initial meeting and without any obligation. We will research the market to provide tailor made solutions to meet your needs in the most efficient way.
We provide an agreed ongoing review service to analyse performance and ongoing suitability whilst taking into account any changes in circumstances.
Each customer has direct access at all times to the adviser and his team rather than Call Centres.
We will provide a first class service to all customers. We have already built solid long term relationships with existing customers with some over 20 years. We aim to continue to do this with new customers both now and in the future.
You have so much freedom to shape your retirement. We can help you fulfil your dreams with pension planning including annuities, flexible pensions, workplace pensions and auto enrolment.
Protect the people the people you love or support with Life insurance. Including level term assurance, mortgage protection, family income benefit, whole of life and business protection.
Investment & Savings
Investments are something you put your money into to get a profitable return. We provide full advice on all types of investment planning to make sure we find the most suitable investment or Individual Saving Account (NISAs) for you.
Inheritance Tax Planning
You can avoid paying Inheritance Tax by giving away assets, setting up a trust or changing your will. We pay attention to the details so that you can protect your legacy.
(The Financial Conduct Authority does not regulate taxation and trust advice)
"I have been Graham Davis’s client for 20 years and he has helped guide me through many stages of my life including saving to build up lump sums during my working years. He has worked with me in order to maximise the full potential of my pension plans, investing lump sums in order to provide both capital growth and income streams and investing money to maximise tax efficiency. Graham has always acted in a friendly timely manner and I trust his judgement implicitly as over many years, he has consistently made correct investment calls including protecting my capital during the market falls of 2008. I would have no hesitation whatsoever in recommending Graham to any prospective client as over 20 years he has provided a first class service in every respect."
"I have been a client of Damian Fowkes for approximately 20 years. I have been happy with the advice over the years which has been conducted in a friendly and professional manner together with an ongoing service and regular face to face reviews to ensure my portfolios remain suitable with beneficial changes being made if necessary. We have built a great relationship based on total trust and integrity. I would recommend Apex Wealth Management Ltd to anyone seeking financial advice."
"I can honestly say that I've always received sound financial advice from Apex Wealth Management Ltd and they have always delivered a first class service over many years. Nothing is too much trouble and they always research the best deals for me with absolutely no obligation. I would have no hesitation in recommending Apex Wealth Management Ltd to anyone for their professionalism and down to earth approach"
"Efficient, friendly, reliable and professional, the team at Apex Wealth Management Ltd provide a first class service and ongoing quality advice. I have been a client for many years and have never felt pressured to do business. Great people to work with!"