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How we help
We specialise in independent financial advice on investments, pensions, inheritance tax planning and life or income protection.
From ISAs, unit trusts and investments bonds
Expert retirement planning and pension advice
Things are ever-changing under the legislation and the opportunities for inheritance tax reviews need to be made on a regular basis.
Life & income protection
You never know what is around the next corner and should you be forced to stop work through illness or injury.
Why choose us?
Applewood Independent is a family run business, committed to help you get the life you want. We pride ourselves on being great listeners, only when we understand your aspirations can we put a bespoke plan in place to turn your unique dreams into reality.
With there being many different types of financial products out there and so many providers, discovering what to do with your money can be daunting. Our jargon-free, clear approach to investments and pensions will be a breath of fresh of air as we guide you through the best options for you and your family.
And with our mission to ensure you reach your life goals, we can be with you every step of the way from pension planning and beyond.
To start planning your amazing future with complete peace of mind, get in touch with us today and tell us your story.
Have you ever seen a financial adviser and thought the advice was tailored more to their needs rather than yours?
Perhaps you are new to investing and want practical, jargon-free advice which is easy to understand and clearly explained?
“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
If you are an existing client of Applewood Independent and have a friend or family member who you think would benefit from our advice and services we are now offering a £250 voucher per client (or couple) that complete business with us. The good news is, the more you refer the more vouchers you receive!
Earn £250 of John Lewis vouchers if you refer a friend to us. It’s our way of thanking you.
The guidance and/ or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
© 2021 Applewood Independent. Registered in England No. 03565805. Applewood Independent Ltd is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate taxation and trust advice. We are entered on the FCA's Financial Services Register No 602237 at: www.fca.org.uk/firms/systems-reporting/register. The value of your investment can go down as well as up and you may not get back the full amount invested.
If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available upon request. If you wish to register a complaint, please contact us either in writing, by telephone or email.
Please be assured we treat complaints seriously. For your protection, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’). Please see the following link for further details - www.financial-ombudsman.org.uk.
The Money Advice Service - www.moneyadviceservice.org.uk.