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Let’s talk about your financial future

Speak with Aptus Wealth for clear, personalised guidance on financial planning, pensions, and investments.

Request your consultation today

Contact Details

Phone: 01403 732 534
Email: info@aptuswealth.co.uk

Client Logins

Aptus Wealth Client Login – Secure Messaging and Access to Client Database

Transact Portfolio Login – View your Transact Investment Portfolio

Complaints Procedure

If you are unhappy with our advice or any aspect of our services, we encourage you to contact us as soon as possible. We’ll do our best to resolve your concerns.

If you wish to register a complaint, please contact us:

By phone: +44 (0)1403 732534

By e-mail: compliance.officer@aptuswealth.co.uk

Please be assured we treat complaints seriously. We have a complaints procedure and we can provide further details on request. If you do have a complaint, and you are not happy with our response, the Financial Ombudsman Service (FOS) may be able to help. The FOS settles disputes between financial services business and their clients. You may also be able to take civil action.

Full details are available at www.financial-ombudsman.org.uk.

Aptus Wealth I Chartered Financial Planners is a trading style of Aptus Wealth Limited which is registered in England and Wales.
Company Registration No. 8165763 | Registered Office: 2 Woodfield, Southwater, Horsham, RH13 9EN | Authorised and regulated by The Financial Conduct Authority

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. Decisions should not be taken based solely on the content of the website and individual advice should be sought first.