About Applewood Independent Limited

During volatile times such as these, its more important than ever to be confident that your money is safe and being well looked after.
Applewood Independent has been providing independent financial advice since 1998, we are family owned and run and provide a personal service.We specialise in investments advice, inheritance tax planning and retirement planning.With an independent approach, we access the best performing sectors and funds to help maximise returns on your investments. We will also help you make the right decisions to get the most from the funds you have in your pension.You are welcome to visit our comfortable offices for regular updates and reviews of your investments and if you have a current adviser we’re happy to give you a second opinion.We look forward to meeting you soon.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group critical illness
  • Group private medical insurance
  • Group protection

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