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Products & Services

We provide information on pensions, mortgages, investment and life cover. Please take a look at the pages within the site or contact us directly for more information.

Death is free but dying can be expensive

These days, funeral music can go way beyond traditional hymns like Abide with Me, but out of all the songs you might want to choose for your funeral, possibly the most appropriate would be the 2015 hit by LunchMoney Lewis – Bills, because, while death may be free,...

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Why active investing is more effective in volatile markets

A glance at the performance of the major stock indices in 2018 shows that volatility was a common theme. US equities followed an upward - although somewhat choppy - trajectory from early March, but they had a turbulent start to the year. Meanwhile, UK, European and...

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Remortgaging Guide

Here at Appletree we love to give added value and help our customers and with that in mind here are a few guides that may help you with mortgage choices, selling your home or considering investments & protection.  We hope that you find them...

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Financial Viewpoint Jan 2016

Here at Appletree we love to give added value and help our customers and with that in mind here are a few guides that may help you with mortgage choices, selling your home or considering investments & protection.  We hope that you find them...

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General Insurance

There are so many things to consider when owning a home and your insurance is one of them. You may need to look at whether you’re in a flood risk or high burglary area, both of which will have an impact on how much you pay and what is covered.

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Life & Protection Insurance

Life & Protection Insurance policies can protect you and your family from the financial consequences of death, a serious accident or illness, or compulsory redundancy. [video width="1920" height="1080"...

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At Retirement

It can be difficult to understand your options at retirement. In this section, we have explained some of the common retirement options in plain simple language. This information is intended only as guidance. For advice on your specific circumstances, please get in...

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Pension Advice

It's important to plan ahead for your retirement. Here, we explain why pension planning is so important, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch....

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Mortgage Advice

Appletree Finance Mortgage AdviceA mortgage is likely to be the single largest financial commitment you ever make. Our advisers will talk you through the financial aspects of mortgages and advise on a comprehensive range of mortgages from over 50 different lenders to...

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Corona Update

This rapidly evolving coronavirus (COVID-19) has imposed an unsettling, fluid situation upon our community and its businesses. While the team here still aims to maintain a “business as usual” approach, we are making a number of significant changes to our operations to account for a situation that is far from normal.

With immediate effect we have closed our offices and will be working from home. We remain open for existing and new clients via the following methods:

We will try to respond within 30 minutes during business hours.