Investment Consulting
For Trustees of Company Pension Schemes
The investment decisions made by
trustees and pension scheme sponsors can have a profound impact on
the cost and quality of your company pension scheme and upon the
future income and living standards of your scheme members.
Our experienced investment consultants will work with you to
identify and understand these key issues that will shape your
investment objectives and attitude to risk. We will then
advise you on a suitable strategy to meet these objectives and help
you with an appropriate investment structure.
For Private Clients
Similarly investment decisions can
have a profound effect upon the level of assets on which your
income in retirement will depend. Knowing that experienced
investment consultants are available to construct a tailored
investment portfolio for you, provides you with the comfort of
knowing that the best endeavors are employed to realize your
investment objectives.
Global Investment Portfolios
Our knowledge of global investment
markets enable us to measure and appraise the performance of
investment managers against selected benchmarks. In an
increasingly global market, it is vital to ensure that an
investment portfolio is well diversified across well regulated
markets.
MiFID Firm
APT Financial Services Limited is
an investment firm regulated under MiFID, (the Markets in Financial
Instruments Directive), and is authorised by the Financial
Regulator to provide broad based investment advice for clients
located in Ireland and across the EEA region
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