Kay is a Director and joint owner of the company. She joined the firm in 2002 after a successful career in management within the retail environment, when she and her husband, David, did a management buy-out. Kay specialises in looking after all aspects of the seminar planning, arranging David's, Alex’s and Mark’s diaries and all of the marketing for Applewood. Outside of work Kay enjoys latin and salsa dancing, reading and caring for her cockatiel Rio.Back to team
"I find him (David) reliable, dependable, hard working and extremely professional. In our meetings he has the ability to explain sometimes complicated financial matters in a clear, concise and convincing manner. Furthermore, if I have a problem he willingly makes time to address my concerns."
CJ of Newcastle-under-Lyme
"Alex provided me with excellent advice for investing my pension pot without too much of a risk but still providing me with an income similar to what an annuity would have done, and leaving me with options for future needs. He gave honest and easy to understand advice and I am absolutely happy with the value for money service."
JT of Cheshire