Response rating
10/10
FCA verified
20th November 2017

Appleton Gerrard Private Wealth Management

Independent Financial Adviser 82 King Street, Manchester, Manchester, M2 4WQ
First meeting at adviser's own cost
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Buy to let
    • Commercial for individuals
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
Meet our advisers
Kusal Ariyawansa BSc.(HONS), APFS, CFP, Chartered MCSI
Chartered & Certified Financial Planner, Chartered Wealth Manager
Accreditations
Chartered Financial Planner Certified Financial Planner
What our clients say
“I am a retired former marketing consultant whose business rather petered out in 2008, subsequently followed by painful divorce proceedings over a three year period. I was forced to leave London to live in Nottingham with my elderly mother who later died leaving me a small legacy. I am not exactly financially illiterate but, there again, no expert either. Luckily for me Kusal was recommended to me by a former marketing friend. I journeyed to Manchester not knowing what to expect . . . but I needn’t have worried . . Kusal was courteous, polite and totally sympathetic to my predicament. He took me through the Appleton Gerrard ‘investigative mill’, assessing the levels of risk I was prepared to undertake (not much at my age and low levels of income!) and what type of investment would be suitable for me before setting out a plan to look after me into my dotage (!). He also gave me invaluable help during the difficult financial negotiations associated with my divorce. I can state with all due sincerity that I wouldn’t move a financial muscle without consulting Kusal . . . his advice has been priceless. I cannot recommend him highly enough . . . you won’t be surprised to hear that he has become a loyal and trusted friend.”
David Drakes, Nottingham / London
"When I was thinking about retiring I approached Kusal for advice. I have consulted Kusal on many occasions and he has always dealt with my queries with great patience – never have I felt rushed or that I am wasting his time I felt he was well informed on the topics discussed and I felt free to discuss other financial matters as well (apart from my NHS and private pension) The main benefit for me was that I received advice from an adviser with sound knowledge and it was a pleasant experience with no pressure to purchase any particular product. I am very satisfied. I feel very confident about trusting Kusal with my personal information I would recommend Kusal to others… In my experience, Kusal is someone who I feel can genuinely focus on the client’s needs and give appropriate good advice without undue pressure to purchase particular products."
Dr. S. Charles-Holmes, Coventry / London
Having retired, moved to the area and lost confidence in my previous adviser, I decided that a new financial planner was essential. I drew up a shortlist of three and Kusal came out the winner by a mile. He did not charge me for my first meeting, but got to know my needs/goals and financial ambitions. He is professional, confident and assured about the industry he finds himself in. He tries to ensure that his clients understand the products that he recommends and pitches products appropriate to the clients risk awareness levels. He sees me as often as I require, meetings are well organised and followed up with a written account of the proceedings. He is always available for the little emergencies that [infrequently] occur in my financial life. He openly discussed fees right from the start and has returned fees that I did not know were being charged! I feel that I get good value for money, but more importantly, I trust him.
Peter, Lancashire
Where to find us
About us

An Independent Financial Adviser with demonstrable ability in helping individuals, families and businesses make the most out of their finances. Whether you want a second opinion on what you have, or a comprehensive action plan on how to be even better, we are happy to listen and act with you so that it happens by a certain date.

For a snapshot into what might be appropriate for you, try the unique Online Predictor on our website. This asks a series of non-invasive questions and describes your financial position and concerns, culminating in suggesting one of our financial strategies.

Our services

''If you chose to work with us you will soon notice improvements in your financial affairs. We do this by showing you your financial future - whether you can have and maintain the lifestyle you really want.''

We provide comprehensive advice which enables clients to achieve their lifetime goals.

We simplify the complexities and organise clients' wealth so that they understand what assets they have and how they will help them achieve their goals.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000
Compliance

Appleton Gerrard is authorised and regulated by the Financial Conduct Authority (FCA).

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