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
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.
“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.”
“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.”
“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.”
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