Applewood Independent has been providing independent financial advice to the people of Staffordshire and South Cheshire since 1998.
We specialise in advice on investments, pensions and inheritance tax planning, including onshore and offshore trusts and investments.
Our managing director, David Pritchard, has 29 years’ experience as an independent financial adviser and is proud to offer truly independent financial advice from the whole of the market, rather than being tied to certain companies, sectors and funds. This means your hard earned investments are given the best opportunity to perform to their highest potential.
We also offer pension advice for our younger clients looking to make the most of the retirement nest egg and older clients wanting a regular income to enjoy their retirement to the maximum.
Based right in the heart of the market town of Nantwich, our clients are welcome to visit our new offices in Pepper House for regular updates and reviews of their investments in comfortable, air conditioned offices.
For clients who prefer not to travel, we are happy to arrange appointments in the comfort of your own home.
Your first appointment with Applewood Independent is always free of charge and without obligation. You are also welcome to attend any of our free seminars and events listed on this site.
We look forward to meeting you soon.
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