The Applewood Process | Your Financial Journey With Us


Here is the journey we take you on:

A – The Needs Analyser™

We will finely assess your needs based on your current financial position and circumstances, including your risk profile and financial goals.

B – The Financial Snapshot™

We will gather information relating to your existing investment portfolio and analyse how your investments have performed against sector averages using Morningstar's graphs.

C – The Decision Process™

This will encompass a strategic review of your current situation and a discussion on the way forward.

D – The Asset Recommendation Program™

We will summarise our recommendations and devise an action plan aimed at achieving your financial objectives, taking account of your personal risk profile and income situation.

E – The Tax Efficient Approach™

We will look at every aspect of taxation, including inheritance tax and ways of reducing it.

F – The Implementation Plan™

Here we will prioritise your personal action plan and outline the timescales we will work to.

G – The Funds Analyser™

Using highly sophisticated systems, we will make sure that our recommendations are the very best for your requirements.

H – The Annual Review™

Our ongoing relationship includes an annual review to make sure you are on track to achieve your goals.

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Inheritance tax / trust


Life & Income Protection

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