Apt Financial Management

Life Insurance and protection

Making sure that your family is financially secure in unforeseen circumstances is the corner stone of effective financial planning. 

We believe in finding our clients the most comprehensive protection for their family at the right price. We achieve this by searching as many insurers as possible to find the most appropriate protection for our client’s individual needs. We also regularly review the advice we provide to ensure that it continues to meet a family’s ever changing needs.

In order to provide appropriate protection advice we need to discuss your individual requirements and get to know more about your family circumstances.

We will take the time to ask the right questions to ensure that any recommendations made provide the family protection you need. Whether you would like to insure your life, protect yourself against suffering a critical illness or protecting your monthly income should you be off work for a long period, we can provide the protection advice you require.

We can also provide appropriate trust documents to ensure that, in the event you were to make a claim any policy proceeds needed to maintain your family’s standard are available at the earliest opportunity.

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