We are a family firm based in the market town of Nantwich, Cheshire. We have been providing independent financial advice since 1998.
Managing Director, David Pritchard, has over 30 years' experience as an independent financial adviser, helping clients to enjoy their lives safe in the knowledge that their finances are well-managed and working hard for them.
His son Alex is joint managing director and a fully qualified independent financial adviser, having worked in the business for over 15 years.
Both David and Alex, along with David's wife Kay, are joint owners and directors at Applewood Independent.
We have a team of 16, with three advisers supported by 13 experienced staff, providing an extensive skill base and a wealth of knowledge for our clients, ensuring they can trust the advice we give to them.
What sets us apart from other financial advisers is that we are truly independent, meaning the firm is not tied to any specific companies, sectors or funds. For clients, this means they get the best advice and their hard-earned investments have more opportunities to perform to their highest potential.
Our investment management services ensure clients' hard-earned money is made to work, providing them with an income, growth or in many cases, both, allowing them to enjoy life to the full.
Whatever stage in their career, our pension planning services help clients navigate the complex landscape of flexible access drawdown, putting them in the best possible position for retirement. We also offer pension advice to older clients wanting a regular income to ensure full enjoyment throughout their retirement.
We also support clients with inheritance tax planning, giving them confidence that the majority of their assets will be passed safely to their loved ones.
All our services are underpinned by our extensive knowledge of the industry, allowing us to give clients the most relevant and current advice.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 3rd Floor Pepper House, Market Street,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- independent financial advice.
- HQ
- Nantwich, Cheshire
- Competitors
- Arella Beauty, Atherton & Associates Wealth Management Ltd, Structured Wealth Solutions, AFH Financial Group LTD, Hills Ford Kidderminster & Malvern., Autism Inclusive, Alcoholics Anonymous (AA) Newcomers Keep Coming (NKC), Hatch Financial Planning, Afford Bond Chartered Accountants, Remote Financial Planner.
Afh Wealth Management Nantwich Questions
Afh Wealth Management Nantwich's website is http://www.applewoodindependent.co.uk
Afh Wealth Management Nantwich's LinkedIn profile is https://uk.linkedin.com/company/afhwealthmanagementnantwich
Afh Wealth Management Nantwich has
8 employees.
View email and phone details for 8
employees at Afh Wealth Management Nantwich.
Afh Wealth Management Nantwich's industry is
Financial Services
Afh Wealth Management Nantwich's top competitors are
Arella Beauty,
Atherton & Associates Wealth Management Ltd,
Structured Wealth Solutions,
Afh Financial Group Ltd,
Hills Ford Kidderminster & Malvern.,
Autism Inclusive,
Alcoholics Anonymous (Aa) Newcomers Keep Coming (Nkc),
Hatch Financial Planning,
Afford Bond Chartered Accountants,
Remote Financial Planner.
Afh Wealth Management Nantwich's categories are Financial Services
Afh Wealth Management Nantwich's founding year is 1998
