APT WEALTH MANAGEMENT Retirement & Beyond. We are focused on meeting your needs TALK TO US Measure Twice, Cut Once APT Wealth Management was formed in 1999, with a specific goal in mind, to provide top class investment advice to you and to support you into retirement and beyond. Here at APT, we believe that each client is unique, whilst providing our investment advisory service we take into account a number of key factors such as financial situation, needs, objectives, attitude to risk, knowledge and experience. We are a dynamic energic team striving to ensure that we are acting in the best interests of our clients and adapting to any potential change to personal circumstances or indeed the wider industry. As a MiFID (Markets in Financial Instruments Directive) authorised Investment Firm APT Wealth Management is regulated by the Central Bank of Ireland, licensed to hold client money (client assets) and provides investment advice. Our specialist advisors will meet with you whether on-site or at home to discuss the various retirement options available i.e. Lump Sums, Annuities, Approved Retirement Funds (ARF) etc. Thereafter, once your retirement has occurred our team will stay in touch and provide ongoing support by way of regular meetings throughout the course of your retirement. Our client-advisor relationship is a key part of the services we provide. At first meeting, we will discuss your financial goals, your needs and objectives and your tolerance to risk. This allows us to assist you and guide you through your retirement and beyond. We provide a world-class Information Technology infrastructure which allows you to see your pension investments online through our online portal. Our approach, your plan While managing your plan, we focus on Capital Requirements Client Assets APT Wealth Management Limited As a MiFID Authorised Investment Firm, we are subject to the Investment Firm Regulations (IFR) and Investment Firm Directive (IFD) effective from 26th June 2021. Part of our obligations are to provide you with our disclosures document which sets out key information about our risk exposures and risk management process. MORE INFORMATION Specialist Team Our specialist team has expertise in all aspects of workplace pensions. Our multi-disciplined team includes specialist advisory, administration, compliance, finance and investment professionals. The team brings the experience of acting for some of Ireland’s largest defined contribution pension plans. MEET THE TEAM Useful Resources ARF Versus Annuity This tutorial examines the merits of ARF versus annuity. VIDEO TUTORIALS Client Testimonials We appointed APT to manage our workplace pension in 2005. In our experience, APT have combined state of the art systems with a personal approach to deliver service to our 2,000 plan members. The service is exactly what you would expect from a dedicated service provider. CONNIE KELLEHER • FINANCE DIRECTOR • REHAB GROUP Our Clients We work with a range of multinational and indigenous companies, with whom we have developed deep relationships. A large number of our customers have been with us for a considerable period of time. Get In Touch Today FIRST NAME * LAST NAME * EMAIL ADDRESS * PHONE NUMBER SUBJECT HOW CAN WE HELP? OUR OFFICE APT Wealth Management Limited Apex Business Centre, Blackthorn Road, Sandyford, D18 CONTACT US TODAY +353 1 206 3010 info@apt-wealth.com LEGAL Terms & Conditions Data Privacy Statement Complaints Procedure SFDR Statement APT Wealth Management Limited is regulated by the Central Bank of Ireland © 1999-2021, APT Wealth Management Limited | All Rights Reserved