Apt Financial Management

About us

Paul Toon - Independent Financial Advisor

Drawing on over 20 years experience in financial services Paul specialises in investment and retirement planning.

Having worked for some of the UK’s largest insurance companies, banks and building societies, Paul set up his own financial planning practice to provide clients with the best possible independent financial advice » more

Richard Lester - Independent Mortgage Advisor

Our mortgage specialist, Richard Lester has 14 years experience in Financial Services with 12 of those coming in the mortgage market. Richard has worked at director level at large mortgage brokerages in the East Midlands and takes the view that clients need to be guided through the minefield that is the mortgage market » more

 
 

Paul ToonAdam Sentance - Independent Mortgage Advisor

Adam has worked within the Financial Services industry since 2001, having most recently worked hand in hand with estate agents ensuring that both vendors and purchasers get the best independent mortgage advice and guidance from the initial meeting through to completion.

 

"Recommending a mortgage is a very personal service, every mortgage provider looks at a scenario in a completely different way, the art of it is matching the right client to the right provider with the right mortgage."

 

Impartial Financial Planning advice

We offer a comprehensive financial planning service to clients both locally in Derbyshire and throughout the UK.

PAUL TOON - Independent Financial Advisor

Paul Toon If you would like to discuss any aspect of our services please feel free to contact me    » more about Paul

We pride ourselves on the impartial advice which reflects the individual needs of our clients.

Our proposition couples independent investment and retirement advice with independent mortgage and insurance advice.

The proposition is centred around our commitment to ongoing service and advice which our long term clients appreciate.

All investment and pension advice is offered on fee basis which can be negotiated on an individual basis, the initial meeting is without obligation or charge.

Despite a decade of economic uncertainty we have continued to provide our clients with quality financial advice whilst maintaining our high service standards.


Apt Financial Management, 4 The Willows, Hulland Ward, Ashbourne, Derbyshire DE6 3EW
Phone: 01335 370 515