Principal Staff
COLIN LAWSON Cert PFS, Senior Partner
Prior to establishing Applewood, Colin worked for a national brokerage as well as two major insurance companies and has well over a decade of experience in the financial services industry.
In addition to holding both the Pensions and Personal Investment Planning papers of the Advanced Financial Planning Certificate, Colin is a member of the Personal Finance Society. He speaks regularly at industry conferences, both internationally and in the United Kingdom, and in 1998 was the youngest member in the world to qualify for the prestigious Million Dollar Round Table, Top of the Table, Award.
Colin is also a member of the Institute of Financial Planning (MIFP) which was established in 1986 to develop and promote the profession of financial planning, raising the standard of those who provide the service and raising public awareness amongst those who need it.
ANDREW CLAREY Cert PFS, Partner
Andrew is Senior Financial Adviser within the practice with over 15 years experience in the industry. Prior to joining Applewood, Andrew worked for one of the UK's largest insurance companies and he has a wealth of knowledge about the marketplace in general.
Andrew is a member of the Personal Finance Society and in addition, he qualifies for membership of the Million Dollar Round Table. He is currently studying for the Taxation and Trusts paper of the Advanced Financial Planning Certificate.
DEBBIE JUKES Dip PFS, Partner
Debbie's role is crucial as it is her job to oversee the entire running of the Practice whilst also being responsible for the ‘public face’ of Applewood and business development. She is qualified to a very high standard and holds several of the Advanced Financial Planning Certificates and, as such, is a Member of the Personal Finance Society.
Debbie has an extensive knowledge of the industry as a whole as well as previous experience in management. She has worked in the financial services arena for over 15 years with three large insurance companies and a large regional IFA.
GARETH JAMESON Cert PFS, Partner
Gareth joined the Company in December 2000 from a large insurance company and has steadily progressed to the role of Partner.
Gareth has over 8 years industry experience (including 4 years pensions with NU). Gareth is an Investment specialist and responsible for investment fund research and portfolio construction. An aspiring Author, Gareth has written a number of reports into various market issues
BOB SNOOK Cert PFS, Independent Financial Adviser
Bob Snook has been in the business for over 30 years. He began his career in London with the Royal Insurance Group and was Regional Manager for 2 major Life assurance and Investment companies in the North West before becoming an Independent Financial Adviser 7 years ago. He joined Applewood as a Financial Adviser in 2005 and brings with him a wealth of experience in dealing with clients in the fields of Pre and Post retirement planning.
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