Our Trademarked Services
By reading through our menu of services, you will learn how we do what we do, why we do what we do and why we – as an independent wealth management company, with clear transparent costs – believe that even with the whole of the market to choose from, you will appreciate the uniqueness of our approach in comparison to many others such as banks, building societies and insurance companies. |
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The Applewood Makeover ™
A complete review of your financial position, with recommendations on how to achieve peace of mind for the future. |
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The Income from Capital ™
A complete review of your financial position, with recommendations on how to achieve peace of mind for the future. |
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The Family Protector ™
A full analysis of your life cover requirements, so as to protect your family in the event of your early death, falling critically ill or becoming in need of long-term care. |
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The Asset Protection Programme ™
A comprehensive Will and Trust Package to suit your legal requirements and to protect against Inheritance Tax and long-term care fees. |
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The With Profit Report ™
A comprehensive Will and Trust Package to suit your legal requirements and to protect against Inheritance Tax and long-term care fees. |
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The Fund X-Ray ™
An in-depth review of all your investments, with a commentary on their suitability towards your attitude to risk. |
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The Planning for Retirement Report ™
The Planning For Retirement Report
We calculate all your pensions, so as to provide a full estimate of your projected pension benefits at retirement and to cover all options. |
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The Course Corrector ™
A unique review procedure that keeps you focused on your financial position. Through a combination of good advice and education, our dedicated team brings you peace of mind. |
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The Business Protection Programme ™
A comprehensive Will and Trust Package to suit your legal requirements and to protect against Inheritance Tax and long-term care fees. |
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