How we help
Our advice is based on 4 key areas:
From ISAs, unit trusts and investments bonds
Expert retirement planning and pension advice
Things are ever-changing under the legislation and the opportunities for inheritance tax reviews need to be made on a regular basis.
Life & income protection
You never know what is around the next corner or if you should be forced to stop work through illness or injury.
We’re here for you
Put simply, we work tirelessly to help to ensure your investments are performing to their maximum potential, based on the level of risk you are comfortable with.
We pride ourselves on giving you the best advice available on how to manage your savings and investments in a clear, easy-to-understand manner, and we meet with our clients on a regular basis to talk through investment performance.
We have developed the Applewood Process™ which is a tried and trusted method of delivering the very best advice to suit your needs.
“I find him (David) reliable, dependable, hard-working and extremely professional.
In our meetings he has the ability to explain sometimes complicated financial matters
in a clear, concise and convincing manner.
Furthermore, if I have a problem he willingly makes time to address my concerns.”
CJ of Newcastle-under-Lyme
“Alex provided me with excellent advice for investing my pension pot
without too much of a risk but still providing me with an income
similar to what an annuity would have done, and leaving me with
options for future needs. He gave honest and easy to understand
advice and I am absolutely happy with the value for money service.”
JT of Cheshire
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.