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Financial Freedom Made Possible

For Pensions, Protection, Investment & Mortgage advice

Our Services

Protection

We find the right insurance to keep you covered

Pension

The right pension advice

Mortgages

Over 50 Quality Lenders

Investment

Get the most from your portfolio

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

Years Established

%

Satisfied customers

Contact Us To See How We Can Help

We’ve Been In Business 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. We offer clear, precise and professional planning in an uncertain financial world.

The financial advice process we offer helps provide solutions for all types of people and circumstances, no matter how much time, money, or knowledge they have. This process is powered by expert technical knowledge, honest values and principles, leading edge technology and most importantly, outstanding customer service.

Client Testimonials

Emma Benyon
Emma Benyon
15:33 18 Jun 21
Jo at Appletree helped us get on the housing ladder and found us a really good mortgage - we can't thank or rate her highly enough. She always went above and beyond for us and guided us through the process, nothing was too much trouble for her, no question was too silly and she would gladly pick up the phone anytime (often after hours to work around our schedules!). She really made us feel cared about and listened too. Jo has been the best part of our house journey so far and without her I think it'd would've been a lot of stress and hard work. Thanks for everything Jo and team.
Matt Porter
Matt Porter
10:12 01 Jun 21
Absolute fantastic service and knowledge from Jason and the team. Whether is getting a new mortgage, changing your mortgage or helping plan for your retirement these guys are the best.
Glenn Willis
Glenn Willis
13:24 27 May 21
I cannot recommend Jason highly enough, professional ,friendly and extremely knowledgeable.If you are a business owner and do not have a financial advisor you are not looking after your business properly , my opinion obviously but Appletree are a huge asset to my business and my future plans.
Shaun Rowley
Shaun Rowley
13:16 27 May 21
I can highly recommend Jason at Appletree Finance. After our first meeting we received great advice on our pensions and quickly merged them together to maximise our return.Jason takes time to fully explain the process and we are delighted with the service we have received.
Elizabeth Dunbar
Elizabeth Dunbar
10:18 10 Feb 21
Very high standard service.Been very happy with what has been discussed and my financial advisor was very polite with a great manner about him, not pushy at all. Called on time every time for appointments so regarding time keeping that was excellent.Staff at reception are always very curious and polite.
David Hunt
David Hunt
07:30 20 Aug 20
We have been using Appletree for a number of years now and we are extremely happy with the service. Our advisor, Jason, has always provided sound advice which has seen our pension pot grow rapidly. Recent advice during the current Pandemic has proved especially reliable and I cannot recommend Appletree highly enough.
Gareth Stanner
Gareth Stanner
10:53 19 Aug 20
We have used Mike for many years due to his professionalism and ability to overcome whatever issues we may have, our house move had many complications and hold ups, not to mention the Covid lockdown, meaning it took over a year to move, with our financial situation changing along with our onward purchase falling through twice, Mike was with us every step of the way, not only making the mortgage work but getting us the best deal and keeping us informed on any changes along the way. After everything it has taken to move, we hope not to be doing it again for some time, but when we do, Mike will be the 1st call we make. We really cannot reccomend Appletree enough, Many thanks, Gareth and Rachael
cat spearey
cat spearey
11:09 18 Aug 20
We approached Apple Tree on the recommendation of a family member who had recently had an excellent experience. We connected to Mark who met with us, went over everything in detail, answered questions and got us what we needed in excellent time. Halfway through the process we had to change mortgage urgently which Mark helped with (even while he was on annual leave) again.I would recommend Apple Tree for anyone looking for professional and efficient service in regards to mortgages.
johnandcath wright
johnandcath wright
09:16 18 Aug 20
If it wasnt for the excellent advice and professional service we have received from Jason l wouldn't have given retirement a second thought even though l was really tired of travelling all over the country to earn a living. Jason set up a portfolio for us and constantly kept us up to speed with all the developments. What a really great guy to deal with, felt so comfortable with him from day 1. Apple tree staff are so polite and professional, couldn't have asked for any better service, thank you.Regards John Wright
TRISTAN T.P.H Installations
TRISTAN T.P.H Installations
17:31 17 Aug 20
We have used Apple tree for business and personally. There service has been fantastic, nothing was to big or small. Communication was excellent. We would highly recommend Apple tree financing. Keep up the good work.
Diane Hill
Diane Hill
15:05 17 Aug 20
Very helpful, professional company with the personal touch. Highly recommended.
Julie Morrissey
Julie Morrissey
17:11 13 Aug 20
I can't praise Appletree Financial Services high enough.We were approached by them at least 10-15 yrs ago and to be honest we were dreading it due to our previous experiences with other Independent Finance Companies - so glad we were and have not hesitated in recommending them to friends & family.They are a great group of people, very professional - open and honest, very friendly, and have shown us great patience in all aspects!My son and daughter in law applied for their first mortgage with Appletree last year and received a great amount of assistance and understanding; one of my other son's have also applied for an investment account with Appletree too. It would be unfair just to mention our Appletree rep Mark , (who's brilliant), as all staff involved are brilliant too!They are always on the end of a line or email.
ROBIN TURNER
ROBIN TURNER
15:09 13 Aug 20
Have been using Appletree for some years for mortgage and pension , and am happy to recommend them.
Matthew & Valerie Rogers
Matthew & Valerie Rogers
13:56 13 Aug 20
We have used Mark Colgan and the team at Appletree for many years. They have maintained a very high standard of care, taken due consideration of our perception of risk and acted accordingly. They really get to know you and your future plans to ensure you can follow your dreams - we’ve been able to retire young and go cruising on our narrow boat!
Matt Jarvis
Matt Jarvis
17:57 12 Aug 20
Been with Appletree for many years after a recommendation, they have been faultless and an absolute pleasure to deal with. Keep up the excellent work and here's to many more years dealing with you.
Michael Forster
Michael Forster
16:21 12 Aug 20
Just what you would expect from good financial advisors.I have used Appletree for a few years now and they have always got me very good deals on mortgages and insurance would recomend you won't find better 😊
Kate Martin
Kate Martin
15:57 12 Aug 20
We have always received great advice fromJason at Appletree. Whenever we have phoned to speak to someone, the customer service has been fab. We have followed advice from Appletree and received great deals too. We would highly recommend.
Cheryl Green
Cheryl Green
15:21 12 Aug 20
Mike as always looked after my mortgage needs and also reviewed my life insurance and pension. Always happy with the service and outcome. Outstanding and professional company to do business with.
Ian Townsend
Ian Townsend
14:29 12 Aug 20
We've been working with Appletree for about 12 years. They have always been very helpful, courteous, professional and good communicators
Adam Flitcroft
Adam Flitcroft
16:55 24 Oct 19
John Parker
John Parker
14:09 04 Oct 17
My partner and I approached Apple Tree on the recommendation of a friend. They gave us an hours free consultation which allowed us to identify which services we really wanted assistance with.This led to a further meeting where Jason helped me to determine a suitable investment product where I could (hopefully) make my savings work harder.It’s early days on the portfolio but I really valued Jason’s advice in selecting the portfolio that best met my needs in a market where there are so many options!
ALPIN3 ST4R
ALPIN3 ST4R
12:12 04 Oct 17
Having appletree by me and my familys side they have helped us get through a tough part of my parents life. They have proven to be a very helpful, kind and considerate company and ticked all the boxes on helping me to remortgage the the house my parents have worked hard to keep and sorting all legal documents out for us. Wish all companys were this helpful and polite. We wish appletree all the success they deserve. Thankyou ever so much, it's massively appreciated and we will never forget the help you gave us and brought life back into my parents faces.
Michael Hill
Michael Hill
16:50 25 Sep 17
We received great speedy advice and appletree ticked all the boxes and got to the core of what we needed when securing our latest mortgage and life insurance polices. We would and have recommended their independent services to our friends and family.
William Barclay
William Barclay
13:51 20 Sep 17
Excellent service throughout. Very thorough and very amicable. Would happily recommend Appletree Finance to friends and family.
Gary Knight
Gary Knight
13:40 01 Sep 16
I have been dealing with Appletree for nearly a year now. Jason, Leanne and Donna have always provided exceptional service for all of my requirements. I will continue to use Appletree in the future and would not hesitate in recommending Appletree to anyone else.
Ross Gibbs
Ross Gibbs
17:49 22 Aug 16
Highly recommend Appletree.We were first time buyers and they made the entire process extremely easy for us. Very helpful and explained anything we were unsure on.Definitely be using Appletree again.
Elaine Cheetham
Elaine Cheetham
14:51 14 Aug 16
Very helpful and professional. Appletree have put both my husband's and my pensions in order, was very pleased with their service and planning on using them to make investments for us.
Rachael Stanner
Rachael Stanner
07:46 11 Aug 16
I have used Appletree for my mortgage requirements for 10 years and I would highly recommend them to my friends & family. They always find me my best deal, better than I can get on the high street myself. They take all the hassle out of moving or just swapping a mortgage over, I will continue to use them for years to come.
Becki Giddings
Becki Giddings
15:22 08 Aug 16
Excellent, could not recommend Appletree enough. Myself and my boyfriend were first time buyers and obviously never gone through the process of buying a house before, with Appletree we did not have to worry about a thing. They explained everything in non-jargon terms and worked with us up until our completion date. All of the team at Appletree we dealt with were completely professional and friendly. With massive thanks to the Appletree team we have our first home. I know from their mortgage service that we will have a happy future working with Appletree as they offer more than just mortgage advice. Thanks again Appletree.
Catherine Boddy
Catherine Boddy
15:18 08 Aug 16
Started using Appletree finance many years ago an have always found them to be so helpful an have saved me so much money with all advice given excellent service an so friendly would highly recommend them to anyone most of my friends now use them for alksorts ie morgages/investments debt etc
Jayne Rice
Jayne Rice
08:00 04 Aug 16
Wehave been dealing with Mark at Appletree for over a year now. He is very knowledgable in all areas and my husband and i really appreciate his down to earth and no nonsense approach. It is very refreshing and we would not hesitate to recommend Appletree. Jayne and Tony Rice
Ian Bury
Ian Bury
20:46 02 Aug 16
Have had help from Appetite for a number of years. It started with Pension advice and has developed as my situation as changed, Mark makes us feel at ease and explains in a way that we are able to understand!
Heena Dave
Heena Dave
12:17 02 Aug 16
I have been with Appletree Financial Solutions for many years they manage my investments. I've found them to be very knowledgeable about the latest financial markets and communicate this in a timely manner.I would recommend highly using Appletree, I've received clear and friendly service from the staff in the office as well as the Financial advisors, who are always there for advice. They've always accommodated to suit my availability.Very happy and grateful throughout the years for the good service.
Taryn Johnston
Taryn Johnston
11:26 27 Jul 16
Appletree provided me with straightforward information and their team were very friendly and helpful. They took away the concerns I had regarding my pension and retirement.
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Office

12-14 Breck Road, 
Poulton-Le-Fylde
Blackpool
Lancashire
FY6 7AA

Hours

Tuesday, Thursday & Friday       9.00am – 5.00pm
Monday & Wednesday                9.00am – 8.00pm

Call Us

Tel.01253 886600
Fax.01253 899395
Email.

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