Applewood Independent Ltd

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Nantwich, United Kingdom

applewoodindependent.co.uk
Financial planner· Independent Financial Advice· Investment service

Applewood Independent Ltd Reviews | Rating 5 out of 5 stars (2 reviews)

Applewood Independent Ltd is located in Nantwich, United Kingdom on 3rd Floor, Pepper House, Market St. Applewood Independent Ltd is rated 5 out of 5 in the category financial planner in United Kingdom. We are a family firm based in the market town of Nantwich that has been providing independent financial advice since 1998. Managing Director, David Pritchard, has over 30 years'​ experience as an independent financial adviser, helping clients to enjoy their lives safe in the knowledge that their finances are well-managed and working hard for them. His son Alex is also a fully qualified independent financial adviser, having worked in the business for over 15 years. Both David and Alex, along with David's wife Kay, are joint owners and directors at Applewood Independent. We have a team of 16, with three advisers supported by 13 experienced staff, providing an extensive skills base and a wealth of knowledge for clients, ensuring they can trust the advice we give to them. What sets us apart from other financial advisers is that we are truly independent, meaning the firm is not tied to any specific companies, sectors or funds. For clients, this means they get the best advice and their hard-earned investments have more opportunities to perform to their highest potential. Our investment management services ensure clients'​ hard-earned money is made to work, providing them with an income, growth or in many cases, both, allowing them to enjoy life to the full. Whatever stage in their career, our pension planning services help clients navigate the complex landscape of flexible access drawdown, putting them in the best possible position for retirement. We also offer pension advice to older clients wanting a regular income to ensure full enjoyment throughout their retirement. We support clients with inheritance tax planning, giving them confidence that the majority of their assets will be passed safely to their loved ones. All our services are underpinned by our extensive knowledge of the industry, allowing us to give clients the most relevant and current advice.

Address

3rd Floor, Pepper House, Market St

Phone

+44 1270626555

Company size

11-50 employees

Headquarters

Nantwich, Cheshire

Founded

1998

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible lift

Open hours

...
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J

JOHN PERRY

Since we have been with them, we have been very impressed by their professionalism, proactiveness and responsiveness. Anyone you contact in the office is courteous and is quick to answer or resolve any queries/ issues you have. Alex, his Dad and the team obviously have a detailed understanding of the markets and the funds best to invest in. At the end of the day though, the real measure of an IFA is how your assets perform when in their control. We have been more than happy with that. I would not hesitate to recommend them.

R

Ray King

Excellent staff also friendly.