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The Applewood Process

The Applewood Process

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.

We will finely assess your needs based on your current financial position and circumstances, including your risk profile and financial goals.

We will gather information relating to your existing investment portfolio and analyse how your investments have performed against sector averages using Morningstar’s graphs.

This will encompass a strategic review of your current situation and a discussion on the way forward.

We will summarise our recommendations and devise an action plan aimed at achieving your financial objectives, taking account of your personal risk profile and income situation.

We will look at every aspect of taxation, including inheritance tax and ways of reducing it.

Here we will prioritise your personal action plan and outline the timescales we will work to.

Using highly sophisticated systems, we will make sure that our recommendations are the very best for your requirements.

Our ongoing relationship includes an annual review to make sure you are on track to achieve your goals.



Inheritance Tax/Trust

Life & Income Protection