Applewood Independent

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Investments

Our investment strategy

Invest with complete confidence

Knowing how to invest, and who to invest with, can be confusing. The world of investments certainly throws up a lot of questions, but we’re here to help you answer these questions to get you the best outcome. Together we will match your investment to your goals and your attitude to risk.

Investment planning, whether that’s an ISA, unit trust or an investment bond, doesn’t have to be stressful when you have a dedicated expert looking after you. And as we’re independent, we can look at the entire market to find you the perfect products.

We’re highly skilled at helping people, just like you, protect their investments during volatile times and achieve excellent results when the markets are performing well.

Every quarter we monitor your investments to make sure you are getting the best possible returns. If tweaks need to be made along the way, we’ll advise you of the action you should take.

How we invest your money

We treat your money with the utmost respect and promise to find the ultimate solution to make it work hard for you.

Our analysis systems enable us to accurately review a client’s existing portfolio and to monitor our own. This is key to maintain premium performance.

The way we invest your money will depend on your attitude to risk. We invest through a supermarket platform which offers up to 60 different fund managers and over 1000 individual funds. This is very much a ‘don’t put all your eggs in one basket’ approach.

So should our analysis ever indicate that your money should be moved from one fund to another to achieve a better return, then this can be actioned at a low cost, or sometimes at no cost.

Investments

Pensions

Inheritance Tax/Trust

Life & Income Protection

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.