Our Client Since 2011
I came to APC with a very clear set of goals in mind. I wanted to grow my wealth and to make my money work as hard as possible. I knew exactly what I wanted to do, but I didn’t have the means or knowledge to do so – which is why I sought the help of APC’s experts.
From the get-go, I could tell APC was something unique. Their service is very personal and exactly what a boutique firm should be – but with the clout and high level of experience that you’d expect from some of the giant firms.
They aren’t in it to see a personal return – as they’re on salaries and receive no commission payment – but are exclusively interested in furthering my financial health. The fact that they disclose and refund trailing commissions each year is a reflection of this and something I appreciated.
One thing that constantly impresses and makes me feel confident about APC’s advisers and services is the constant attention and personal care they show me. Despite my young age, I really feel like a valued and important client who’s part of the APC family and held in the same importance as some of their wealthier and senior clients. That genuine warmth and professionalism is a unique and crucial element of why I continue to heed and trust the advice of APC’s advisers.
Their tailored solutions and strategies exclusively fit my financial situation and plan – ensuring that my goals are met and that my financial wealth is improved. This sort of advice is not just implemented and then forgotten – but constantly updated, tweaked and amended to reflect my best interests. It feels like they invest in their clients for life and ensure that the relationships last for years to come.