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

“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.”

Philippa & Phil

“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, King & Wood Mallesons

We’re Here To Help!

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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. hello@appletreefinance.com

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