Your financial partner for a brighter future
Our Story
At Applewood Independent, we pride ourselves on being a family-run business that is committed to helping you achieve your financial goals. Our founder, David Pritchard, has a wealth of experience in financial advice, and has been helping individuals and businesses manage and grow their wealth since 1998. With a passion for providing jargon-free, clear advice, we aim to guide you through the complex world of financial products and services, helping you make informed decisions that align with your aspirations.
Our Services
At Applewood Independent, we specialise in providing independent financial advice on a range of areas, including investments, pensions, inheritance tax planning, and life or income protection. Our experienced team takes the time to understand your unique circumstances, goals, and aspirations, before tailoring a bespoke plan to help you achieve your financial objectives.
Our services are designed to help you navigate the complexities of the financial world, providing you with practical, easy-to-understand advice that is tailored to your individual needs. From ISAs to unit trusts and investment bonds, pensions to inheritance tax planning, and life or income protection, we cover all aspects of financial planning.
Why Choose Us
So, why choose Applewood Independent? Simply put, we are dedicated to putting our clients' needs at the forefront of everything we do. We take the time to listen, to understand, and to provide personalized advice that is designed to help you achieve your financial goals. With our commitment to clear, jargon-free communication, you can be confident that you are in good hands. And with our team of experienced professionals, you can trust that your financial affairs are being managed expertly and with care.
Our Approach
At Applewood Independent, we believe that every individual has the right to expert financial guidance. That's why we take the time to listen to your needs, and to provide personalized advice that is tailored to your unique circumstances. We pride ourselves on being great listeners, and on being able to explain complex financial concepts in a clear, concise, and convincing manner.
Our approach is centered around you, the individual. We take the time to understand your aspirations, your goals, and your concerns, before providing bespoke advice that is designed to help you achieve your financial objectives. And with our commitment to ongoing support and guidance, you can be confident that you are not alone in your financial journey.
Our Values
At Applewood Independent, we value the following:
- Integrity: We are committed to providing honest, transparent advice that is tailored to your individual needs.
- Expertise: Our team of experienced professionals has a deep understanding of the financial world, and is committed to staying up-to-date with the latest developments and trends.
- Personalized service: We take the time to listen, to understand, and to provide personalized advice that is designed to help you achieve your financial goals.
- Clear communication: We believe that clear, jargon-free communication is essential for building trust and understanding between our clients and ourselves.
- Ongoing support: We are committed to providing ongoing support and guidance, to ensure that you are always on the right path to achieving your financial objectives.
Our Team
At Applewood Independent, we are proud to be a family-run business, with a passion for providing expert financial advice. Our team of experienced professionals has a wealth of knowledge and expertise, and is committed to staying up-to-date with the latest developments and trends in the financial world.
Overall Experience
The two reviewers, Roger and John Perry, have vastly different experiences with Applewood Independent. Roger's experience was marred by significant losses in his portfolio and perceived misrepresentations by the company, while John Perry was impressed by the professionalism and performance of the company.
Performance and Returns
Roger's portfolio has made significant losses since investing with Applewood Independent, which he attributes to the company's failure to deliver on verbal promises made during the sales pitch. In contrast, John Perry has been happy with the performance of his assets under the company's control.
Communication and Service
John Perry praised the company's responsiveness, courtesy, and professionalism, stating that any queries or issues are quickly resolved. Roger, on the other hand, felt misled by the company's sales pitch and has had to take his case to the Ombudsman due to potential misrepresentations.
Fees and Charges
Roger noted that despite his losses, Applewood Independent and Fidelity continue to take their commission, making them the only winners in his situation.
