Our Approach

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.

We appreciate the need for a boutique approach so we tailor our solutions differently for each and every client's individual and specific requirements. We offer free initial face-to-face meetings to discuss your personal circumstances and put forward our proposals.

Should you accept our proposals and became an Applewood client we have a dedicated team of expert staff to help implement and administer the recommendations.

We monitor your financial affairs on a regular basis and arrange further face-to-face meetings to discuss your on-going needs, provide you with updates and analysis on your existing holdings, and to make further recommendations where necessary.

All of our charges and fees are transparent and should you at any time not be delighted with our service we offer to refund them.

With every new client, we follow our '6 Step Applewood Investment Process' which is based on the following

Discovery 4 Factor Focus Commitment Meeting

Prioritisation and Implementation Course Corrector Results Capture

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 regulate advice which we provide on Investment and Insurance business, however they do not regulate advice which we provide purely in respect of taxation matters. 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.