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With businesses closing for the holidays, I wanted to take this time to deliver a short message to all of our readers.

Firstly, I wanted to say a big thank you for your support over the last few months. Creating content like this has been a new, highly enjoyable experience for us and it’s great to know that our blogs are out there helping people better understand the world of investing and financial planning. 

Without a doubt, we will continue to improve on this content far into the future!

If you have been keeping up with our recent posts, you will know that 2021 already has a lot of exciting things in store for investors. Brexit, the COVID-19 vaccine and oil prices may all play major roles in 2021, and I can’t wait to share our insights with you as these factors develop further. 

We will also be sure to report on any new events as they arise, so if you are looking for quick, engaging information on the latest trends in the industry, you know where to go! 

To our clients – thank you!

Next, I wanted to say a massive thank you to our clients. Thank you for trusting us to provide you with the level of service that has now become synonymous with Applewood Independent Ltd. In most cases, we’ve been able to provide value worth far more than the fees we charge, and that’s not only in terms of the return of investments and pensions either. 

We also help people with their inheritance tax planning to make sure they are looked after when they lose someone. To ensure the best service on these matters, we work with a team of external solicitors to assist with probate, which is all included in our charges. 

Everything we do at Applewood Independent Ltd is based around the best interests of our clients, and potential clients. We even have a system in place to ensure we get back to the client the very same day and when clients are anxious about the markets, we will always take the time to give them a five-minute call to set their minds at ease. 

This kind of client care means that most of the clients we work with aren’t worried about money when the stock market falls. They know we put their interests at the forefront of what we do and can rest assured that their money is working as hard as it can for them.   

It is our clients’ faith in us that has allowed Applewood Independent Ltd to be able to deliver on this service, so I wanted to say a massive thank you to all our clients for giving us the privilege of working with you now, and into the future. 

To our outstanding team

Lastly, it’s crucial to point out that we wouldn’t be anywhere without our outstanding team – they have been more efficient at home than in the office in the last few months! We have all been extremely busy this year, and it’s the ever-increasing hard work and dedication of the team which has allowed us to grow the business in 2020.

It is my goal to keep growing the business for many years to come with Alex and the younger members of the team heading up the next generation of Applewood Independent Ltd.

One final note

So, to everyone out there reading this, I’d like to wish you all a Merry Christmas and Happy New Year. I hope you all stay safe, healthy and have a wonderful holiday surrounded by your loved ones.

However, let’s make sure we also follow the rules, stick to our bubbles and do our best to protect the NHS at this crucial time. 

2020 has been a tough year for a lot of people so if you are worried about your taxes, pensions or other investments and need a bit of advice, we are always here for a quick chat.

If you need to, please get in touch!

I hope this was useful. Feel free to email me directly for any further information at


The views expressed in this article are those of the author and do not constitute financial advice. Applewood Independent Ltd is authorised and regulated by the Financial Conduct Authority. For financial advice designed for you and your specific circumstances, please contact the author using the contact details provided in this article, or alternatively contact the Applewood Independent Ltd office on 01270 626555.