About us
We have two aims here at Applewood Independent. The first is to make your money perform to its highest potential. And the second is to do this stress-free.
Truly independent financial advice
Our story started back in 1998 when David Pritchard launched Applewood Independent to provide honest financial advice to people in the Staffordshire and South Cheshire area. Together with his wife, Kay, they grew the business and widened the company’s expertise through the recruitment of highly experienced and qualified financial experts who share their same values.
David and Kay welcomed on board their son, Alex in 2003 to make sure that their strong family values are passed on to ensure complete consistency to their service.
Expert advice from Cheshire based independent financial services experts
Today, Applewood Independent are trusted by a large number of clients; some families have used the services of David and his team for over 25 years.
A testament to how they strive to work closely with their clients and to build loyal relationships.
A family business
Why being independent matters
Being independent is a huge advantage to you as we are able to look to the whole market to find you the best financial products. This, together with our outstanding advice, based on your individual circumstances and wishes, provides you with complete peace of mind that your money will be best placed to achieve premium performance.
Flexible to your needs
We love to welcome our clients to our offices in Pepper Street, Nantwich, but understand that getting to us is not always possible. Let us know what is best for you and we can make alternative arrangements to speak with you.
Feel free to get in-touch
So, if you’re looking for advice on investments, pensions or inheritance tax planning get in touch with us today. You’re welcome to book a free, no obligation, consultation with us at a time and place to suit you.
Simply call us on 01270 626555 or pop your details into get in-touch.
Refer a Friend
Earn £250 of John Lewis vouchers if you refer a friend to us. It’s our way of thanking you.
The guidance and/ or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
© 2021 Applewood Independent. Registered in England No. 03565805. Applewood Independent Ltd is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate taxation and trust advice. We are entered on the FCA's Financial Services Register No 602237 at: www.fca.org.uk/firms/systems-reporting/register. The value of your investment can go down as well as up and you may not get back the full amount invested.
If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available upon request. If you wish to register a complaint, please contact us either in writing, by telephone or email.
Please be assured we treat complaints seriously. For your protection, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’). Please see the following link for further details - www.financial-ombudsman.org.uk.
The Money Advice Service - www.moneyadviceservice.org.uk.
