About us

We offer a wide range of high quality wealth management services to businesses and individuals. With over 900 clients and many millions of pounds of funds under management, we are well established as one of the UK’s leading wealth management organisations. To add to our accolade we were awarded the Best Investment Adviser Award 2009.

 

Applewood Wealth Management brings together some of the most experienced, able and highly-regarded professionals working in financial services today. To read what our clients think of our services plese read our testimonials.

 

Best Investment Adviser 2009Best Investment Advice Award

In 2009 Applewood won the Best Investment Adviser Award as part of The Good Advice Awards.

 

This demonstrates that small businesses outside of London are being acknowledged for their quality.

 

Applewood won the award for their submission which was titled ‘£40 million invested, 2000 fund switches, £15 million saved.

Cost to our clients – Zero’.

ISO 9001 AccreditationISO 9001 Accreditation

We are proud to announce that Applewood has been awarded the new ISO 9001 award by Certified Quality Systems for our commitment to exceptional quality of service.

 

With only 3% of UK businesses holding the certificate we are proud to be rewarded for our quality of service and customer care.

 

To facilitate continual improvement, we have firmly in place:

  • A set of procedures that cover all key processes.
  • A monitoring programme to ensure they are effective.
  • A records keeping system.
  • An output defects procedure ensuring appropriate and corrective action is taken where necessary.
  • Regular reviews of individual processes and the quality system itself for effectiveness.