About Us

Applewood Wealth Management is a firm of experienced Financial Planners, delivering a professional and specialised service to individuals and businesses. Our administrative support, in Chester and Oswestry, provides top quality technical and research support to a growing team of experienced advisers. Our team has considerable experience in the investment, tax planning and pensions industry. Our combined knowledge and expertise ensures our clients receive a quality of advice which they tell us is second to none.

At Applewood Wealth Management, we are committed to delivering outstanding customer service. This is why the business has gone from strength to strength. Since 1992, we have provided financial planning solutions to individual clients, companies, company directors and self-employed individuals. Our balance of professionalism and friendliness has a big part to play in our success. Our service is aimed at helping clients decide how best to achieve their own financial goals.

This involves:

  • Potentially mitigating your exposure to inheritance tax*
  • Helping to protect your financial lifestyle in retirement
  • Helping to arrange retirement and other benefits for the directors and employees of a business
  • Helping to protect your family from the unexpected
  • As whole-of-market Financial Planners we have access to a wide range of financial solutions and are able to identify those that suit our client’s current needs and circumstances. From the first meeting to putting a plan into action, we keep our clients best interests at the centre of everything we do. Maybe this is why so many of our new clients are introduced to us by our 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.

    The value of your investment can fall as well as rise and you may not get back the original amount invested.

    *The Financial Conduct Authority does not regulate Taxation and Trust Advice.