I have used Appletree Finance for a good number of years.
I have found their expertise and professionalism a breath of fresh air in what is commonly perceived as a somewhat aggressive industry.
Regular appointments are kept with a complete agenda as to what is to be discussed complete with paperwork to back up any agreements made and any topics discussed.
I have used Appletree to sort all of my finances out, I am regularly travelling and away on business, and feel utterly confident in leaving them to carry out all that is necessary for them to do their best for me.
A colleague of mine whom I recommended is as impressed as myself.
One note to mention aside from the excellent financial Adviser I have is the internal team based in Poulton .They are completely professional and even went out of their way one year to ensure a mortgage I was taken out was completed between the Christmas and new year break.
All in all to work with a company which is best in class such as Appletree, is something I cherish and wish them nothing but success.
Mike Holden, (Ethics Advisor ), TD Azlan
I am grateful for the hard work and exemplary service provided by Jason, Leanne and the team. They have helped me organise and better manage my most important financial decisions (I not very good with dealing with my finances) and provided me with the best tools through their up to date market knowledge and being so personable to deal with. I feel confident that I am receiving the best financial advice. I would of course recommend Appletree without hesitation.
Brenda Berthier, Team Secretary/Team Leader, King & Wood Mallesons
We first engaged Appletree many years ago when we were looking to change our mortgage. The mortgage advisor that came to see us did a wonderful job re-arranging and consolidating our finances and sorting out a new, flexible repayment mortgage that enabled us to pay back our mortgage ahead of the planned term, which is just what we were looking to do.
Having successfully engaged Appletree’s services to sort out our mortgage we further engaged their services to help sort out our finances when the opportunity arose for me to take early retirement. This involved me receiving a substantial lump sum severance payment and pension for which we needed advice on how we could manage our finances in retirement.
Throughout our experience we have found the staff at Appletree to be very knowledgeable in their field. More than this however we have found the staff to be very friendly.
Given our experience we would have no hesitation in recommending Appletree to others who were looking for a safe, reliable and friendly mortgage and financial advisory services.
Charles & Lynn
We approached Appletree because we needed advice about remortgaging
Appletree helped us by finding is the best mortgage deals that was affordable and provide future financial stability.
The result was a new mortgage deal.
One thing we liked was their efficiency and financial advice.
We found the experience positive and supportive.
We would recommend Appletree because they gave sound financial advice and helped us plan for our future.
Ruth and Sarah
We have looked at several Financial Advisers in the past, but finally settled on Appletree Finance because we found their staff to be courteous, helpful and obliging.
The information given to us by the Advisor on the range of investments available enabled us to make an informed decision on which one would be best for us. Since the original investment was made we receive regular updates. We would not hesitate to recommend Appletree Finance to any prospective investor.