a person stacking coins on top of a table

Investment Management

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.

Start Planning

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.

a glass jar filled with coins and a plant

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.

Ethical Investments

Green and ethical investments look at the wider impact of investing on society and the environment when seeking financial returns. They take into account social or environmental considerations in addition to financial criteria.

You may sometimes hear the terms ‘responsible investment’ or ‘socially responsible investment’ used in place of ‘green and ethical’, but they essentially mean the same thing.

Just as you can now choose from a range of green or ethically produced goods in your local supermarket, you can also choose financial products that have positive benefits for the environment and society.

Green and ethical investments are a powerful tool that allows you to have a positive impact on the world around you. Green and ethical investments may promote greater corporate responsibility, invest in solutions to 21st-century problems, or contribute to cleaner, greener profits.

At Aptus Wealth we will help you identify what matters to you and how you can structure your investments to avoid investing in practices or businesses that concern you as well as supporting those that meet with your principles.

a person holding a cell phone in front of a stock chart

Take control of your investments today.

Build a stronger financial future with expert guidance.

Book consultation