Personal Investor
At APS Bank plc we help you identify your investment needs by offering you a free financial planning service.
Financial planning helps you:
- Make the most of your money
- Sort out your priorities
- Work towards long-term goals, allowing you to carry them out as and when you can afford it
- Find the right products to meet your needs
- Be prepared for unexpected financial shocks, such as illness or losing your job
- Through the process we help you
Identify and prioritise your goals
Everyone is different, so everyone has different financial goals. But at any stage of life, we tend to have similar goals
Check your resources
Current income, capital and other existing investments
Find products which meet your needs
What you can afford, your tax position, your attitude to risk, timescale required and your state of health
Choose the right companies
There are usually many companies to choose from and often hundreds of products. This can be complicated
Review your plan regularly
As your life and the world around you change, your financial plan will need to adjust and adapt
Our Investment Services Officers will go through the process with the clients and the appropriate products are identified and the key features explained to the clients. The clients then are in better position to decide which solution presented fits best their needs.
Furthermore professional financial advice is also available from all the Bank's branches.
APS Bank Ltd offers a wide range of investment products and tools to cater for different lifestyles, different age groups and individual needs and risk profiles. Due to the confidentiality of the matter and to avoid waiting, it is highly recommended that you contact the branch to fix an appointment.
