Applewood welcomes you...

Based in Handforth, Cheshire, Applewood was a partnership that was established in 1995 by the Senior Partner, Colin Lawson. Since then we have grown steadily and we believe that we are one of the few Retirement and Investment Specialists in the North West of England.

We have developed unique processes and procedures so that we have a consistent approach to the advice we give our clients which allows us to stand out from the competition.

What makes us different?

Whereas the vast majority of IFAs are general practitioners dealing with a variety of different classes of clients and a wide range of products, Applewood is a 'specialist wealth manager'.

We pride ourselves on the ongoing service that we provide for our clients and we specialize in our 3 chosen fields of Inheritance Tax, Retirement Options and Investment Planning.

Our clients are usually retired or looking forward to retirement, and we realise that the assets they have accumulated need to be invested wisely for the rest of their natural lives, to produce either income, growth or a combination of the two. Once this has been accomplished they want their assets to be passed onto their beneficiaries in the most tax efficient way possible.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Within the Company, we currently have the following structure in place to allow us to provide different service levels catered to the requirements of each individual client

• Wealth Management - for clients who have assets, excluding their property, of at least £750,000 who also wish to establish a long term relationship and need ongoing monitoring but whose requirements are more demanding due to the very nature of their wealth.
• Applewood Advisory - for clients who wish to develop a relationship with us over the years ahead and for whom we provide a comprehensive ongoing service for an annual fee
• Applewood Financial - for purely transactional based clients who require a specific product or advice on a specific issue but have no requirement for ongoing servicing

Applewood Asset Management (A Limited Liability Partnership) is authorised and regulated by the Financial Services Authority. Applewood Asset Management is entered on the FSA register (www.fsa.gov.uk/register/) under reference 452261. The FSA does not regulate some forms of inheritance tax planning. Registered Office: Applewood Asset Management LLP, Brooke Court, Lower Meadow Road, Handforth Dean, Wilmslow, Cheshire SK9 3ND. Registered in England and Wales, No: OC316532. VAT Registration No. 884 1704 09.

Terms of Business :: Key Facts about our Services * | Key Facts about the Cost of Our Services
* The following document sets out the Key Facts about our service. This shows our typical terms and conditions; however, we will discuss your preferences, such as how we are paid, when you ask for our advice.