We specialise in the management of the investment portfolios, pensions, tax and trust planning.
We've been helping clients navigate complex financial markets since 1992 and from those very early days our business has evolved primarily through client recommendations.
Based in both Cheshire and Shropshire, we provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our client's wealth and sense of well-being. Our qualified advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer.
Our highly skilled adviser's and paraplanning team use state of the art technology enabling us to meet all of our client's financial needs and achieve their objectives in the most cost-effective way.
This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, healthcare, insurance or trust recommendations that we present for consideration are the most appropriate to their individual needs. In other words, recommendations that are totally in our client's interests - not someone else's.
Our initial meeting known as "The Discovery Meeting" is without charge and during this meeting we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our client's requirements.
With that knowledge, we can identify the solutions that will enable our clients to achieve their goals delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost. Our final proposals are well-researched and constructed on the basis of what's best for our clients and nobody else.
We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.
With over 900 clients and many millions of pounds of funds under management, we are well established as one of the UK’s leading wealth management organisations. Applewood Wealth Management brings together some of the most experienced, able and highly-regarded professionals working in financial services today.