Firm Background

Aptus Wealth Limited is a financial planning business, focussed on helping you understand and plan for your financial future. We provide holistic financial advice for (individuals, businesses, trusts) on investments, savings, retirement planning and non-investment insurance (for example life assurance, private medical insurance, critical illness cover) and lifetime mortgages (equity release).

We are a Chartered Financial Planning Firm which means we have the highest level of accreditation available in the industry. We provide a full financial planning service to our clients helping them to plan for the future and achieve their financial objectives.

We commenced trading in December 2014 and operate from offices in Horsham, West Sussex but serve clients across the UK.