Appleton Gerrard Private Wealth Management

Independent Financial Adviser  82 King Street, Manchester, Greater manchester, M2 4WQ
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FCA authorised
Last authorised 10th August 2020
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Meet our advisers
Kusal Ariyawansa BSc.(HONS), APFS, CFP, Chartered MCSI
Chartered & Certified Financial Planner, Chartered Wealth Manager
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.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000
Advice methods
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    Face to face

82 King Street, Manchester, Manchester, M2 4WQ

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