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APOGEE WEALTH MANAGEMENT LIMITED Active

Financial Services


Contact information


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Financial statements of APOGEE WEALTH MANAGEMENT LIMITED

According to APOGEE WEALTH MANAGEMENT LIMITED latest financial report submitted on 2024-04-30, the company has a Cash of £553,285.00, Working-Capital of £1M. Compared with the previous year, the company reported a Cash increase of 56.63%, which is an equivalent of -313310. At the same time, the Working-Capital went up by 93.1%, or by -1294425.


Year:
2023 Not available
2022 Not available
2021 Not available
2020 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 1.4 million

EBITDA

APOGEE WEALTH MANAGEMENT LIMITED Business Credit Report

A Business Credit Report for APOGEE WEALTH MANAGEMENT LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for APOGEE WEALTH MANAGEMENT LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

APOGEE WEALTH MANAGEMENT LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

APOGEE WEALTH MANAGEMENT LIMITED Directors and key executives

APOGEE WEALTH MANAGEMENT LIMITED currently employs 28 people. Compared with the previous year, the company has reported a staff increase of 0%, which is an equivalent of 0 employees.
In order to view contact information, including emails and phone numbers for all the employees working at APOGEE WEALTH MANAGEMENT LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

28

100%

1y growth

104%

2y growth

Management Level


88

Middle

Employee Job Title Email Phone Country
Frances Coggon Financial Advisor
*******@apogeewealth.co.uk
+447951****** GB
David Clewlow Director
*****@apogeewealth.co.uk
- GB
David Clewlow Director
*****@apogeewealth.co.uk
- GB
Mark Curtis Head Of Compliance And Risk
****@apogeewealth.co.uk
- GB
Paul Rowling Director
****@apogeewealth.co.uk
- GB

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APOGEE WEALTH MANAGEMENT LIMITED Ownership and Group Structure


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APOGEE WEALTH MANAGEMENT LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 4 people with significant control at APOGEE WEALTH MANAGEMENT LIMITED. One of of major shareholders of APOGEE WEALTH MANAGEMENT LIMITED is APOGEE HOLDINGS LIMITED, which owns 100 ORDINARY C shares, with a total value of 100 None and APOGEE HOLDINGS LIMITED, which owns 100 ORDINARY B shares, with a total value of 100 None and APOGEE HOLDINGS LIMITED, which owns 100 ORDINARY A shares, with a total value of 100 None and APOGEE HOLDINGS LIMITED, which owns 300 ORDINARY D shares, with a total value of 300 None.


Name Quantity Share Type Value
APOGEE HOLDINGS LIMITED
100 ORDINARY C 100 GBP
APOGEE HOLDINGS LIMITED
100 ORDINARY B 100 GBP
APOGEE HOLDINGS LIMITED
100 ORDINARY A 100 GBP
APOGEE HOLDINGS LIMITED
300 ORDINARY D 300 GBP

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APOGEE WEALTH MANAGEMENT LIMITED competitors:

Top 5 similar companies of APOGEE WEALTH MANAGEMENT LIMITED are MORGAN STANLEY UK GROUP, DWS INVESTMENTS UK LIMITED, SAUNDERSON HOUSE LIMITED, RENAISSANCE CAPITAL LIMITED, SCHRODER VENTURES INVESTMENT ADVISERS LIMITED. View and export all the competitor list of APOGEE WEALTH MANAGEMENT LIMITED by upgrading your account here.


MORGAN STANLEY UK GROUP


Revenue
154,415,991.0
Age
49 years
Employees
11-50
Industry
View Financial Services
Website
View http://morgan************

DWS INVESTMENTS UK LIMITED


Revenue
230,177,000.0
Age
21 years
Employees
104
Industry
View Finance & Insurance
Website
View https://banke************

SAUNDERSON HOUSE LIMITED


Revenue
19,469,814.0
Age
57 years
Employees
194
Industry
View Foreign Insurance Companies Service Offices
Website
View https://saunders**************

RENAISSANCE CAPITAL LIMITED


Revenue
6.0
Age
30 years
Employees
64
Industry
View Banks
Website
View https://re*********

SCHRODER VENTURES INVESTMENT ADVISERS LIMITED


Revenue
8,175.0
Age
37 years
Employees
64
Industry
View Banks
Website
View Not available

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APOGEE WEALTH MANAGEMENT LIMITED news & activities:


Employees

APOGEE WEALTH MANAGEMENT LIMITED number of employees has decreased by 0% compared with previous year and now represents a total number of 28.

uk.globaldatabase.com

2022-04-30

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Frequently Asked Questions regarding APOGEE WEALTH MANAGEMENT LIMITED


Where is APOGEE WEALTH MANAGEMENT LIMITED registered office?

APOGEE WEALTH MANAGEMENT LIMITED is located at No.1 Booths Park Chelford Road, United Kingdom.

How can I contact APOGEE WEALTH MANAGEMENT LIMITED?

You can call APOGEE WEALTH MANAGEMENT LIMITED at the following number +441565******

What is the website of APOGEE WEALTH MANAGEMENT LIMITED?

APOGEE WEALTH MANAGEMENT LIMITED website is https://apogeewealth.co.uk/

How many people work at APOGEE WEALTH MANAGEMENT LIMITED?

According to the latest account statement, there are currently 28 of employees working for APOGEE WEALTH MANAGEMENT LIMITED.

What is the Business Credit Score of APOGEE WEALTH MANAGEMENT LIMITED and how reliable is the company?

In order to check the business credit score of APOGEE WEALTH MANAGEMENT LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does APOGEE WEALTH MANAGEMENT LIMITED pay their invoices on time?

By requesting a Business Credit Report for APOGEE WEALTH MANAGEMENT LIMITED, you will be able to gain more insights about the APOGEE WEALTH MANAGEMENT LIMITED payment trends.

Who is the Ultimate Parent of the APOGEE WEALTH MANAGEMENT LIMITED?

Information about the ultimate beneficial ownership APOGEE HOLDI*********** of APOGEE WEALTH MANAGEMENT LIMITED is available when you order a business credit report.

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