Have you ever seen a financial adviser and thought the advice was tailored more to their needs than yours? Perhaps you are new to investing and want practical, jargon-free advice which is easy to understand and clearly explained?
Here at Applewood Independent we take the mystery out of financial planning. As a truly independent financial adviser, we give honest advice on the whole of the investment market. This means your investments are placed where they will perform the best for you.
We also help you to understand different levels of risk to ensure your hard earned investments achieve their full potential.
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.
Our “Independent” approach means we access the best performing sectors and
funds to aim to maximise the returns on your investments...more
Aim to ensure your inheritance remains in the hands of your family, not the tax man. We’ll guide you through inheritance tax laws and give practical planning solutions...more
As a specialist retirement planner, we help you make the best decisions to help ensure your pension is working hard for you by offering a wide range of fund choices...more
Life & Income Protection
Look after you and your family should the unexpected happen. Let us worry about finding you the best levels of insurance to protect your income and legacy...more
A completely Independent Financial Adviser
Come along to one of our free seminars on Investment planning and inheritance tax in 2018 at Rookery Hall
We will give you practical advice and demonstrate how your investments can work harder. Book your place now and feel free to bring along guests... more info
Refer a friend for a £100 M&S voucher
If you are an existing client of Applewood Independent you may know of a friend or family member who you think would benefit from our products and services
We are now offering a £100 M&S voucher for every referral... more info