Apt Financial Management

Client Testimonials

I and my family have sought financial advice from APT Financial Management many times over the past 10 years and have always been very happy with the service we have received

The Principal Paul is extremely knowledgeable; The advice given has always been impartial and the attention to detail exceptional

I would have no hesitation to recommend APT Financial Management to any of my family and friends and would be confident in the knowledge that they would receive the same excellent service.

Robert Collar - Derbyshire

After considering a number of advisers, we chose you because you provided clear and comprehensive advice, without applying any pressure to accept your recommendations

Mr & Mrs Bailey - Derbyshire

I sold my old house several months ago and had the option to port a great mortgage if I could complete within 6 months. This proved not possible and my previous broker categorically told me the provider would not extend this period under any circumstances.

I was put in touch with APT Financial Management through a friend of mine and I can't thank them enough. I was given a single point of contact in Richard Lester who immediately understood my needs and priorities. Richard treated my case with great diligence and with the personal touch it needed. Not only did he successfully negotiate an extension to the period of time to port but he persuaded the provider to reimburse me my early redemption charges paid on the sale of my old house. Richard also put himself out to liaise with my solicitor and the estate agent acting on the purchase of my new house to ensure everything went through with no problems.

Everything was well explained and dealt with with the minimum of fuss. Richard kept me informed at all times and even dropped me an email to wish me luck with my completion.

I was so impressed with the way Richard conducted business I was more than happy to arrange my buildings and contents, life and critical illness cover through him as well.

I would not hesitate to use Richard and Apt Financial Management in the future.

Nick D, Director


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