Appleton Gerrard Private Wealth Management

Appleton Gerrard specialises in financial planning and wealth management. Clients get totally unbiased independent financial advice. How? Because the firm does not take or rely on commission to operate. We help busy people understand and articulate what they want financially . . . and then create personalised financial plans showing them how their goals can be achieved. Most importantly this is a highly interactive process, which is also fun, and allows people to relax in knowing that they will never run out of money as there is so much flexibility. Appleton Gerrard is the only adviser in the UK which has a free online tool which, in 2 minutes, allows a visitor to "self diagnose" a particular financial strategy or programme by simply answering a series of non-invasive questions. This has proven to be an immense success since its launch in April 2010 whereby at worst people feedback saying they will contact the firm when it suits them, right through to people asking for a meeting wanting to know new areas they never considered. Give it a try and feedback to us on how we can make it even better. At best you will learn something entirely new about your financial situation.