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, 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.
"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