Apogee Wealth Management

09/06/2026

The factors that influence your investment style and how to take control

Your investment style will shape how you choose your investments and manage them over the long term. The good news is that your style isn’t set in stone, and you can make positive changes so your approach to investing aligns with your strategy.

28/05/2026

4 ways women could boost their confidence and close the pension gap

Research shows that, on average, women have less saved for retirement than men. Learn how building their financial confidence could help women close the gender pension gap.

26/05/2026

How the value of your estate affects a key Inheritance Tax allowance

As the value of your estate grows, your Inheritance Tax allowance could reduce. Learn how the size of your estate can impact your tax-efficient allowance.

21/05/2026

Powerful reasons to plan how to use your 2026/27 allowances and exemptions now

The 2026/27 tax year started on 6 April 2026. While you have until 5 April 2027 to use tax-efficient allowances and exemptions, making a plan now could be valuable.

19/05/2026

Wealth v strategy: Why a financial plan is essential

Building wealth without a financial plan may be like searching for a destination without a map. You might miss the most efficient route, take an unnecessary detour, or miss your intended target altogether. A clear plan could be essential for helping you reach your goals.

14/05/2026

Why doing nothing might be the hardest investment strategy to follow

Once you have made an investment strategy, often doing nothing is the best course of action. Yet, it’s an approach that might be more difficult to stick to than you expect due to biases.

12/05/2026

How to manage lifestyle inflation to keep your long-term goals on track

Like inflation, lifestyle inflation could affect your finances, and you might not be aware of the effects straightaway. Find out how it might impede your ability to reach your goals and some ways to manage it.

10/05/2026

Congratulations to Hartford U13s on winning the league, great season!!!

05/05/2026

How to plan for retirement as a small business owner

Research suggests that many small business owners and self-employed workers aren’t prioritising their retirement, and could face uncertainty later in life as a result. However, opening a pension could benefit both you and your business.

30/04/2026

4 ways you could pass on wealth and protect your chosen family

Deciding how to pass on your wealth, and who to, isn’t always straightforward. Learn four options for leaving an inheritance for your chosen family.