Mutual Commitment Meeting

This is where we mutually commit to work together and, once this decision has been made, the next stage is to decide on what basis to proceed in terms of what levels of service are required and whether you wish to establish a long term relationship with us.

We will then enter into our Terms of Business and request authority from you in order that we can obtain information on your existing policies directly from the provider and/or transfer the holdings to our own agency.

In line with current Money Laundering regulations, we also need to obtain evidence of your identity. For example, your driving licence or passport and a utility bill will be required.

You will have a member of our Client Liaison team assigned to deal with any administrative issues you have and we believe that it is important for you to establish a relationship with this person, as well as your financial adviser.

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.