Welcome to the website of Aptus Planning. Our aim here is to give you an insight into who we are, what we do and our ongoing commitment to you when you become a client of ours.
‘Aptus’ is a Latin term. It means ‘ suitable, appropriate, fitting’. We feel this succinctly describes the bespoke, professional service that we provide to each and every one of our clients.
Our job is to help people protect their personal and business assets from potential threats, such as divorce/bankruptcy/long term care and inheritance tax, and ensure they are passed on intact to future generations.
Our aim is to do this by providing advice that is ‘suitable’, ‘appropriate’ and ‘fitting’ for each of our clients – thus ‘Aptus Planning’.