Are you engaged with ‘good’ investing?

Socially Responsible Investing and Environmental, Social and Governance Investing explained. Social and environmental change is accelerating at pace, with climate change one of the biggest issues facing humanity today. Recent climate protests around the globe have raised awareness and prompted many people to question their personal and corporations’ impact on the environment. This heightened awareness […]

The Government Wants To Protect Your Money

financial advice blackpool

The government recently announced a raft of proposals for new consumer-protection legislation.  It aims to protect consumers against misuse of prepayment schemes and subscriptions and also from fake reviews.  Here is a quick guide to what you need to know about it. Safeguarding prepayments Currently, prepayment schemes, also known as savings clubs, sit outside of […]

The Government Wants To Protect Your Money

The government recently announced a raft of proposals for new consumer-protection legislation.  It aims to protect consumers against misuse of prepayment schemes and subscriptions and also from fake reviews.  Here is a quick guide to what you need to know about it. Safeguarding prepayments Currently, prepayment schemes, also known as savings clubs, sit outside of […]

Should You Prioritise Property Or Your Pension?

wealth management blackpool

Both pensions and property can be good ways of financing your retirement.  It is, however, important to think carefully about which you prioritise.  Here is a quick guide to what you need to know. The basics of pensions. In the UK, public-sector employees may still have defined-benefits pensions.  These are often called final-salary pensions as […]

Managed Portfolio

If you’re considering an investment, this video may help you consider how to move forward.

Talking Points

[pdf-embedder url=”https://appletreefinance.com/wp-content/uploads/2021/12/Appletree-Talking-Points.pdf” title=”Appletree – Talking Points”]

Talking Points

[pdf-embedder url=”https://appletreefinance.com/wp-content/uploads/2021/12/Appletree-Talking-Points.pdf” title=”Appletree – Talking Points”]

Are Green Bonds A Good Deal?

financial advice blackpool

Way back in March, Rishi Sunak announced that the UK would be the first country to offer a government-backed “green bond”.  These green bonds are finally on sale and will be available for at least three months.  Here’s a quick guide to what you need to know about them. The basics of the green bonds […]

Are Green Bonds A Good Deal?

financial advice blackpool

Way back in March, Rishi Sunak announced that the UK would be the first country to offer a government-backed “green bond”.  These green bonds are finally on sale and will be available for at least three months.  Here’s a quick guide to what you need to know about them. The basics of the green bonds […]

How to make ISAs work for you

financial advice Blackpool

How can you make the most of your tax allowances by using the different types of ISAs that are available? Individual Savings Accounts (ISAs) were first introduced in 1999 and are a tax-free way to save into a cash savings or investment account. There lots of different types of ISA available, but the right one […]