Paul Rowling

Spear’s Review

‘It just never stops,’ says Paul Rowling of the inflow of HNWs into Cheshire. Rowling co-founded Apogee Wealth Management in 2009 with an emphasis on personal service and local understanding. ‘We all worked in the industry for 10 to 15 years before we set up Apogee; we all lived in the “Golden Triangle”, so we kind of knew people,’ the former Cullen Financial Planning consultant tells Spear’s.

Apogee develops a rounded picture of each of its clients, structuring a financial plan which takes into account their individual needs. Key services include planning for retirement, investments, tax and lifetime finances. It also leverages its professional connections to enable clients to receive a range of support services.