Summary
Applewood Wealth Management Limited was established in 1992. The firm has developed a unique wealth management business model, using simple but powerful financial tools, to ensure all clients receive strong leadership, professional advice and first class service. We look for lasting relationships built on trust, honesty and integrity.
Our aims at Applewood Wealth Management Limited are to provide our clients with a first-class service, and to help them to achieve their financial goals and providing financial peace of mind.
A CII Diploma qualified IFA I have specialist qualifications in Investments, Personal Tax , Trusts and Advanced Pension Planning. I am a fully Level 4 qualified Adviser with a current and valid Statement of Professional Standing.
Our aims at Applewood Wealth Management Limited are to provide our clients with a first-class service, and to help them to achieve their financial goals and providing financial peace of mind.
Expertise
A CII Diploma qualified IFA I have specialist qualifications in Investments, Personal Tax , Trusts and Advanced Pension Planning. I am a fully Level 4 qualified Adviser with a current and valid Statement of Professional Standing.
Experience
-
Applewood Wealth Management
Wealth Manager
- Current
Education History
-
Geography
Lancaster University
1992 - 1995
Qualifications
Full Financial Planning Certificate (FPC)
Certificate in Mortgage Advice and Practice (CeMAP)
ER1 - Equity Release
CII Diploma in Insurance and Financial Planning (units passed below):
J01 - Personal Tax
J02 - Trusts
J04 - Pension Funding Options
J05 - Pension Income Options
R02 - Investment Planning
CII Advanced Diploma in Insurance and Financial Planning:
AF3 - Pension Planning
Fully Level 4 qualified with a current and valid Statement of Professional Standing
Interests and Hobbies
Arsenal FC, live music, walking, keeping moderately fit and family time
