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APT Wealth Management Team2018-11-27T16:33:01+00:00

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At APT

We believe our clients are best served in an environment where their interests are considered to be of paramount importance whilst still ensuring that our regulatory obligations are met.  This is the essence of our culture.
We foster a top down approach where our board and executive management team lead by example. Starting from the top, our board of Directors, are fully committed to maintaining appropriate standards of governance and compliance with independent oversight and accountability.  Fostering such a culture has “knock-on” effects on our staff. We believe that this top down approach is the most effective and appropriate way to ensure compliance from all employees and to foster a culture of openness and growth within the regulatory field.
All of our consultants are Qualified Financial Advisors (QFA’s) and are members of the Pensions Management Institute (PMI) and Irish Institute of Pension managers (IIPM). We also have an extensive program of personal skills training, which equips our consultants with the skills they need to meet, and exceed, our client’s expectations.

APT Wealth Management

Kate Campbell BSC. QFA
Kate Campbell BSC. QFAHead of Client Services
APT Wealth Management Limited
A Qualified Financial Advisor, Kate joined APT in 2005 and is responsible for the delivery of services to our private clients.
Harry McGeehan MSC BSC AIIPM QFA
Harry McGeehan MSC BSC AIIPM QFASenior Consultant
APT Wealth Management Limited
An Associate of the Irish Institute of Pension Managers and Qualified Financial Advisor, Harry joined APT in 2008 having previously held a position in Bank of Ireland.
Emma O’Sullivan QFA RPA
Emma O’Sullivan QFA RPAConsultant
APT Wealth Management Limited
A Qualified Financial Advisor, Emma joined APT in 2014 having previously held a position in Horwath Bastow and IFG Group.
Ray Smith QFA MIIPM
Ray Smith QFA MIIPMConsultant
APT Wealth Management Limited
A Qualified Financial Advisor and member of the Irish Institute of Pension Managers, Ray joined APT in 2009.
Aisling Boyle BA QFA
Aisling Boyle BA QFAClient Service Manager
APT Wealth Management Limited
A Qualified Financial Advisor, Aisling joined APT in 2013 and is responsible for client services.
Lorna Stewart Msc.QFA LCOI PTP
Lorna Stewart Msc.QFA LCOI PTPHead of Compliance
APT Wealth Management Limited
A Qualified Financial Advisor (QFA), Licentiate Association Compliance Officers of Ireland (LCOI) and qualified Professional Trustee Practitioner (PTP) Lorna joined APT in 2013.
Miriam Boyle
Miriam BoyleFinance & Payroll Manager
APT Workplace Pensions Limited
APT Wealth Management Limited
Miriam joined APT in 2004 and is responsible for the finance and payroll functions.
Edward Peregrine
Edward PeregrineCompliance Manager
APT Wealth Management Limited
A Qualified Financial Advisor (QFA), Licentiate Association Compliance Officers of Ireland (LCOI) Edward joined APT in 2003.

Awards & Accolades

Client Testimonials

We appointed APT to manage our workplace pension in 2005.  In our experience, APT have combined state of the art systems with a personal approach to deliver service to our 2,000 plan members. The service is exactly what you would expect from a dedicated service provider.

CONNIE KELLEHER • FINANCE DIRECTOR • REHAB GROUP

APT have managed our pension plans since 2004. The innovative approach adopted by APT has helped us to deliver a state of the art pension plan for our employees. The APT online portal is a very effective way for our employees to keep in touch with their pension investments.

BERNARD POWER • SECRETARY • SISK GROUP LIMITED

As a UK company coming to Ireland, we were keen to choose the right pension provider.  APT were recommended to us by a firm who use APT in Ireland. The APT Master Trust was an ideal solution for us and the the service is efficient, reliable with a personal touch.

ALEXANDRA WHITTAKER • MANAGER FINANCE & HR UK & IRE • BIOTRONIK UK LTD

We appointed APT in 2016 to amalgamate a number of legacy pension plans and design a new plan suitable for our business in Ireland. APT were excellent in handling the communications and consultation process and delivered on time as promised.  APT online has proved very effective in delivering information to members in a simple,easy to understand way.

DERMOT BRENNAN • HR MANAGER IRELAND • ESSENTRA PACKAGING IRELAND

When I was retiring from my workplace pension, I sought advice from APT Wealth Management in relation to the various retirement options available.  I met a dedicated advisor who took the time to come to my home, meet my spouse and listen to our story. He was then happy to give us advice, and keeps in touch on a regular basis.

GERRY MCMANUS • PERSONAL CLIENT

Our Clients

We work with a range of multinational and indigenous companies, with whom we have developed deep relationships. A large number of our customers have been with us for a considerable period of time.

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