Applewood Wealth Management is an independent financial advisory firm based in Cheshire, UK. As Chartered Financial Planners, they offer a comprehensive suite of services focused on helping individuals, families, and trustees achieve their long-term financial goals. Their core services include investment management, retirement planning, inheritance tax planning, and protection. The firm emphasizes building long-term client relationships based on trust and a deep understanding of individual circumstances, aiming to provide clarity and confidence in financial decision-making.

Founded in

United Kingdom