Latest News from Applewood
Applewood Independent ltd would like to congratulate Rob Stone on passing yet another exam and qualifying for the "Fellowship" status from the PFS. This level of qualification is currently the highest possible from the Personal Finance Society and has required much dedication and time outside of work to study for, and prepare for the difficult exams. The recent Retail Distribution Review requires all advisers to be of diploma level or above by 2013 and we are happy to announce that not only are David and Rob both at this level but Rob is two levels above, which is a testament to his commitment to the industry.
Rob is still planning on taking further exams, a Long Term Care exam coming up shortly although he is looking forward to putting his feet up soon as there are no advanced exams left to do from the PFS.
A big Congratulations from David and all the staff at Applewood Independent to Rob
A completely Independent Financial Adviser
Seminars
Come along to one of our free Seminars on Investment planning and Inheritance Tax in 2012 at Crewe 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
Events
During the year we hold financial planning events both here at Applewood’s offices in Nantwich or at selected venues around our region.
Check our events page to see our upcoming events... more info
Latest news
Applewood Independent ltd would like to congratulate Cheryl Maguire on her latest...read more
Applewood Independent ltd would like to welcome Leanne Cooper to our team....read more
Applewood Independent proudly sponsored the game between Stoke City and...read more
