Applewood Wealth Management LTD

 

Karl Hartey Managing DirectorApplewood Wealth Management is able to provide comprehensive financial planning and wealth management services, helping individuals, trustees and corporate entities to achieve their financial goals, irrespective of their resources or life stage.

Whatever your situation, your Wealth Manager will work closely with you to identify appropriate solutions for your needs.

 

 

 

Applewood Wealth Management LtdAs your requirements change over time, your Wealth Manager will be there to ensure that our recommendations remain appropriate.

Davies Evans & Law

 

William Evans Estate PlannerAt Applewood, we look forward to preserving your wealth not just for one lifetime - but for generations ahead.

 

By using a trusted Estate Planner, William Evans we are able to protect your assets from long term care costs, Inheritance Tax and other dangers.

 

 

 

 

Davies Evans & LawOur aim is to protect your family’s assets for up to 125 years - allowing the wealth to trickle down the generations.

 

Please note: Estate Planning is not regulated by the Financial Services Authority.