Aptus Wealth provides a complete wealth management service by delivering tailored portfolio management and wealth planning. Our attitude to managing wealth is measured and intelligent, with a consistent focus on preserving capital and delivering strong risk-adjusted returns. Building a relationship of trust with you is as important to us as the successful management of your wealth. Not only will we take the time to understand your financial requirements, as well as your investment objectives, we will also take the time to understand you.
At Aptus Wealth, you will be supported by a dedicated Chartered Financial Planner. We understand the need for genuine flexibility to accommodate change and the unexpected, and we will work with you to meet your requirements. You will have access to experts who will take the time to understand your financial position. Our recommendations will be clear and realistic about what is achievable and what is advisable.
Our Wealth Management service will follow five broad stages:-
- Carry out an in-depth review of your financial position, objectives and risk tolerance.
- Recommend and establish the most tax-efficient structures through which to hold your assets.
- Recommend an appropriate strategic asset allocation.
- Select the most suitable managers and investments within each asset class.
- Provide on-going tactical asset allocation, monitoring and reporting.
THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.