Testimonials

Just a few of the many words of praise we have received from our happy clients

“Thanks to all – Great Team”

I have been working with Appletree for several years. They have provided excellent service and have accommodated to my “specific” situation.

Petya Chalarova

“Thanks a Million!”

Mark provided an excellent service throughout, that was also mirrored by the wonderful admin staf team, in particular, Christine.

Lisa Eldred

“I will make full recommendations to all friends and family “

Mark was amazing! Very thorough and as first-time buyers, Mark was very supportive. Thanks also to Hannah, she responds quickly and efficiently.

Ryan Carrol and Pamela Walker

” Their expertise and professionalism is a breath of fresh air “

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

Amanda H.

12:13 26 Mar 23

Found the staff very knowledgeable and organised. They were friendly and always willing to answer my questions. Also found them to be very honest in their responses and explained the next steps and processes which as a first time home buyer, has been very helpful

Paul A.

03:53 26 Mar 23

Jamie G.

18:14 24 Mar 23

Fantastic service and brilliant staff. Always very helpful.

Zara R.

13:47 24 Mar 23

The team at Appletree were fantastic helping us sort a mortgage for our first home.We were not only first time buyers but buying a new build property which added some extra considerations. Everyone was really great taking time to explain and responded quickly to each of our questions. We actually had more communication throughout the whole process with Appletree than our solicitors, for this we are super thankful as they helped us keep calm through all the stressWe absolutely reccomend you use Appletree and will be back when our current mortgage needs renewing

lucy V.

11:34 24 Mar 23

I always recommend appletree whenever anyone is starting out buying a house. The service we got was incredible and definitely saved us so much money and time and stress. Mark guided me through the whole process and made everything so easy and accessable. He dedicated so much time and effort to us plus he drew upon his network of contacts to coordinate everything from insurance to solicitors. He chased people up and fought our corner when we had no idea what we were doing. First time buyers, get in touch with appletree. We contacted them in Jan 22 with nothing and moved in to our home in may 22.Amazing service! 100% recommend!

Leanne J.

11:18 24 Mar 23

Oliver B.

10:40 24 Mar 23

great company to go with. they are helpful and care about giving you the best experience

David G.

11:49 27 Jan 23

Paula

15:41 05 Nov 22

We've used AppleTree a couple of times so far, most recently for a re-mortgage. They are friendly, polite, responsive, informative and overall the experience was a very positive one.I have absolutely no problem recommending them and will definitely be using them again in the future.

Tony M.

13:54 22 Jul 22

Have worked with Dave, Jason, Mike and the team for some time now and can't recommend highly enough. Professional service with friendly faces and people who go above and beyond. As has been said before ... if there were 10 stars to click ... I would!

Ian S.

19:08 28 Apr 22

Jason and the team really know their stuff. They will give you the very best finamcial advice and help you plan for your future. Highly recommended. Thank you for all of your help.

Gursimran S.

21:04 26 Nov 21

There isn't 10 stars unfortunately! Fantastic service received from start to finish. Was kept updated throughout the whole process by Christina and all the team regularly. Joanne was always available to speak to what ever the time of day. Cannot speak highly enough of appletree finance, so greatful to them for all the work they did. Will be sure to use again in the future and highly recommended.

Emma B.

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.

Elizabeth D.

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 H.

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 S.

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 S.

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 W.

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 I.

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 O.

15:05 17 Aug 20

Very helpful, professional company with the personal touch. Highly recommended.

Julie M.

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 T.

15:09 13 Aug 20

Have been using Appletree for some years for mortgage and pension , and am happy to recommend them.

Matthew & Valerie R.

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 J.

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 F.

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 M.

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 G.

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.

Rose T.

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 F.

16:55 24 Oct 19

John P.

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 S.

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 H.

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 B.

13:51 20 Sep 17

Excellent service throughout. Very thorough and very amicable. Would happily recommend Appletree Finance to friends and family.

Gary K.

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 G.

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 C.

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 S.

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 G.

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 B.

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 R.

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 B.

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 E.

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 J.

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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“Great advisor”

Easy to talk too, well informed and very professional

Jake Bailey

“Outstanding Advice”

Outstanding advice throughout our re-mortgage. Wouldn’t hesitate to recommend Appletree. Fantastic service, very pleased with everything

Paul and Wendy Canning

“Mark has been a godsend. Friendly, knowledgable, really knows his products. Couldn’t have managed without him”

Christine Grundy

“We are always happy”

We are always happy with the service Joanne provides, we will always seek to use her services every time we need to. Joanne is amazing at her job and a credit to your company.

Helen & Daniel Yates

“Exemplary service”

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

“Great Service”

Great service from Mike & Leanne, who are always happy to help throughout the mortgage process.

Ian & Janette Gooddy

“Wonderful Job”

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

“Positive & Supportive”

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

“Courtesy, helpful & obliging”

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.

Mr B.

01253 886600