OUR TEAM Individual commitment to a team effort We are focused on meeting your needs TALK TO US At APT We believe our clients are best served in an environment where their interests are considered to be of paramount importance whilst still ensuring that our regulatory obligations are met. This is the essence of our culture. We foster a top down approach where our board and executive management team lead by example. Starting from the top, our board of Directors, are fully committed to maintaining appropriate standards of governance and compliance with independent oversight and accountability. Fostering such a culture has “knock-on” effects on our staff. We believe that this top down approach is the most effective and appropriate way to ensure compliance from all employees and to foster a culture of openness and growth within the regulatory field. All of our consultants are Qualified Financial Advisors (QFA’s) and are members of the Pensions Management Institute (PMI) and Irish Institute of Pension managers (IIPM). We also have an extensive program of personal skills training, which equips our consultants with the skills they need to meet, and exceed, our client’s expectations. APT Wealth Management Kate Campbell BSC. QFA Head of Client Services APT Wealth Management Limited A Qualified Financial Advisor, Kate joined APT in 2005 and is responsible for the delivery of services to our private clients. Harry McGeehan MSC BSC AIIPM QFA Senior Consultant APT Wealth Management Limited An Associate of the Irish Institute of Pension Managers and Qualified Financial Advisor, Harry joined APT in 2008 having previously held a position in Bank of Ireland. Emma O’Sullivan QFA RPA Consultant APT Wealth Management Limited A Qualified Financial Advisor, Emma joined APT in 2014 having previously held a position in Horwath Bastow and IFG Group. Ray Smith QFA MIIPM Consultant APT Wealth Management Limited A Qualified Financial Advisor and member of the Irish Institute of Pension Managers, Ray joined APT in 2009. Aisling Boyle BA QFA Client Service Manager APT Wealth Management Limited A Qualified Financial Advisor, Aisling joined APT in 2013 and is responsible for client services. Lorna Stewart Msc.QFA LCOI PTP Head of Compliance APT Wealth Management Limited A Qualified Financial Advisor (QFA), Licentiate Association Compliance Officers of Ireland (LCOI) and qualified Professional Trustee Practitioner (PTP) Lorna joined APT in 2013. Miriam Boyle Finance & Payroll Manager APT Workplace Pensions Limited APT Wealth Management Limited Miriam joined APT in 2004 and is responsible for the finance and payroll functions. Edward Peregrine Compliance Manager APT Wealth Management Limited A Qualified Financial Advisor (QFA), Licentiate Association Compliance Officers of Ireland (LCOI) Edward joined APT in 2003. Awards & Accolades 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