How We Help
Our advice is based around four key areas; investments, pensions, inheritance tax/trusts and life and income protection.
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 and 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.
A completely Independent Financial Adviser
Come along to one of our free seminars on Investment planning and inheritance tax in 2017 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