Aptus Financial Planning and Wealth Management is a client-focused company, providing truly independent financial advice and wealth management services, to a range of private and corporate clients, on a local and national basis.
We offer personal, fee-based services, which are impartial and tailored to your individual requirements.
In addition, we always aim to develop strong and lasting relationships with our clients, based on satisfaction with our professional and ethical approach, a quality service and most importantly, mutual trust.
We firmly believe that financial planning is not a one-off event, but a continuous, life-long process, which requires regular reviews of your circumstances and almost certainly changes in strategy, in order to ensure you are prepared for and can adapt to, any financial situation you may be faced with.
As a result, we guarantee to provide you with any level of ongoing support you require, whether you need help with an occasional query, or our comprehensive Wealth Management service.
All of our advisers are regulated by the Financial Services Authority, are members of a professional body and adhere to a stringent code of ethics and conduct. Furthermore, they are all professionally qualified and have the technical expertise to provide robust and insightful financial advice.
We believe in making our clients feel at ease, so our meetings with you will be relaxed, held at a time and place of your convenience and our advice delivered in an easy to understand manner.
Please feel free to call or email us to arrange a free, no obligation initial consultation, or explore our website and find out more about us and the services we offer.
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