Make your money work hard for you, so you can live the life you want.
Our Story
At Applewood Independent, we have been managing and growing our clients' money since 1998. Our founder, David Pritchard, introduced Applewood Independent to provide honest financial advice to people in the Staffordshire and South Cheshire area. Today, we are a family-run business, committed to helping you get the life you want. We pride ourselves on being great listeners, as it's only when we understand your aspirations that we can put a bespoke plan in place to turn your unique dreams into reality.
Our Services
We specialise in independent financial advice on investments, pensions, inheritance tax planning, and life or income protection. Our services include:
- Investments: From ISAs, unit trusts, and investments bonds, we can help you make the most of your money.
- Pensions: Our expert retirement planning and pension advice can help you achieve your goals.
- Inheritance Tax/Trust: We can help you navigate the ever-changing landscape of inheritance tax and ensure you're making the most of your hard-earned money.
- Life & Income Protection: We can provide guidance on protecting yourself and your loved ones from the unexpected.
Why Choose Us?
At Applewood Independent, we pride ourselves on being a family-run business, committed to helping you get the life you want. We are a truly independent company, which means we can look to the whole market to find you the best financial products. Our jargon-free, clear approach to investments and pensions will be a breath of fresh air as we guide you through the best options for you and your family.
Meet the Team
Our team of highly experienced and qualified financial experts share the same values of honesty, integrity, and a commitment to providing exceptional service to our clients. Meet our team and learn more about their expertise and experience.
Mixed Reviews of Applewood Independent
Concerns and Disappointment
Roger, a current client of Applewood Independent, expresses disappointment and frustration with the service, stating that the verbal promises made were merely part of a well-rehearsed sales pitch. He claims that his portfolio has made significant losses, and he is now taking his case to the Ombudsman due to potential misrepresentations and omissions. Despite his losses, Applewood Independent and Fidelity continue to take their commission, leading Roger to feel that they are the only winners in this situation.
Praise and Satisfaction
On the other hand, John Perry is extremely satisfied with the service provided by Applewood Independent. He praises their professionalism, proactiveness, and responsiveness, highlighting the courtesy and quick responses from the office staff. He is impressed by their understanding of the markets and fund selection, and has been pleased with the performance of his assets under their control. John would not hesitate to recommend Applewood Independent to others.
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