Why Use Appletree Financial Solutions?

Since 1999 we have aimed to achieve excellence well above the standard of our profession, helping our clients to Create, Protect and Manage their money.

  • Pension planning today and into retirement
  • Savings & Investment options
  • Solving the Mortgage Puzzle
  • Family, mortgage and Business protection
  • Comprehensive Property Insurance

We’ll Give You Financial Peace of Mind

For more information please contact us

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Protection

Don’t leave your business and families protection to chance. We can find the right insurance to keep you covered.

Pension

Whether you’re just starting out or nearing retirement we can provide you with the right pension advice.

Mortgages

Our mortgage advisers have access to over 50 lenders to find you the mortgage that’s right for your circumstances.

Investment

Knowing how and where to invest may seem like a challenge in the current market, we’ll help you get the most from your portfolio.

Your home may be repossessed if you do not keep up repayments on your mortgage.

 
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Over the months I have been dealing with Appletree, I have been very impressed with the quality of service from them; they have a pleasant and helpful approach and I particularly appreciate their no-nonsense, direct way of talking, devoid of any sales pitch or jargon. This is such a refreshing approach.

G Huish

We wanted to say a huge thank you to everyone at Appletree, especially David, as you have been a huge help to us over the past few months and we have felt completely supported at every stage.
Best wishes
Philippa and Phil

 Openwork Wrap
 Monitor your investments on the Openwork Wrap.

Zurich

 Monitor your investments on the Zurich platform.
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