Applewood Wealth Management is a firm of experienced Financial Planners, delivering a professional and specialised service to individuals and businesses. Their administrative support, in Chester and Oswestry, provides top quality technical and research support to a growing team of experienced advisers. The team has considerable experience in the investment, tax planning and pensions industry. Their combined knowledge and expertise ensures their clients receive a quality of advice which they tell them is second to none.
At Applewood Wealth Management, they are committed to delivering outstanding customer service. This is why the business has gone from strength to strength. Since 1992, they have provided financial planning solutions to individual clients, companies, company directors and self-employed individuals. Their balance of professionalism and friendliness has a big part to play in their success. Their service is aimed at helping clients decide how best to achieve their own financial goals.
As whole-of-market Financial Planners they have access to a wide range of financial solutions and are able to identify those that suit their client’s current needs and circumstances. From the first meeting to putting a plan into action, they keep their clients best interests at the centre of everything they do. Maybe this is why so many of their new clients are introduced to them by their existing ones.
In 2010 Applewood Wealth Management was acquired by Perspective Financial Group, a top 15 national advisory business. Perspective’s philosophy is to encourage local offices to continue to operate as they always have done but with the support of a quality regulatory framework and support of a national organisation. Applewood continues to follow this approach with a personable local team looking after clients.