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Applewood Process

The Applewood Process

Here is the journey we take you on:

A – The Needs Analyser™                           
We will finely assess your needs based on your current financial position and circumstances, including your risk profile and financial goals

B – The Financial Snapshot™
We will gather information relating to your existing investment portfolio and analyse how your investments have performed against sector averages using Morningstar's graphs

C – The Decision Process™
This will encompass a strategic review of your current situation and a discussion on the way forward

D – The Asset Recommendation Program™
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

E – The Tax Efficient Approach™
We will look at every aspect of taxation, including inheritance tax and ways of reducing it

F – The Implementation Plan™
Here we will prioritise your personal action plan and outline the timescales we are working to

G – The Funds Analyser™
Using highly sophisticated systems we will make sure that our recommendations are the very best for your requirements

H – The Annual Review™
Our ongoing relationship includes an annual review to make sure you are on track for achieving your goals