aptus wealth planning

Established in 2008, Aptus Wealth Planning is an independent financial advisory firm that holds Chartered Financial Planners status, a leading accreditation for knowledge and ethical practice in the UK. The company focuses on building long-term relationships with individuals, families, business owners, and trustees to help them achieve their financial goals. Their core mission is to deliver high-quality, personalized advice across a range of services including investment management, retirement planning, estate and inheritance tax planning, and financial protection.