What our clients say
Advice Service Value
From overall conception of planning to the minute detail of funds and percentage make ups David covers all points in easy to understand language.
When visiting Applewood Independent we are always pleasantly received by David and his staff. David explains options and financial risk levels so that we are given excellent advice for the investment of our savings. All is discussed clearly to us as pensioners who would otherwise have very little knowledge of financial dealings.
He anticipates our needs with solutions that are both simple to understand and requires little user involvement and work very well.
Very pleased with advice & recommendations & the results they achieve with both interest generated & growth received. The results are within our constraints of risks.
David Pritchard possesses those qualities look for in a financial advisor. He is very skilled at sharing his knowledge, experience, and no-how, inspires his clients with his trust and confidence.
Advice Service Value
He is truly independent, with a load of experience. He is cautious and sceptical as needed and avoid unnecessary risks. A safe pair of hands.
- Fully understands our current position, needs and future expectations.- Explains, in easy to understand language, our options both current and in the future, if changes proposed advises why with alternatives.- Selects compatible funds and strategies which regularly out perform 'standard' benchmarks.
David is very experienced financial advisor who always listens to our requirements and provides easy to understand advice on the best way to achieve our goals.
Excellent investment structure to match our risk profiles . Excellent selection of individual investments, due to diligent research and good contacts.Managing the growth of his firm, whilst maintaining strong core values, delegation and drive.
David has known us for many years and is well aware of our requirements. He continues to provide excellent service. Even though the team is expanding his attitudes and personality seem to manifest themselves throughout the company.
David has a very thorough grasp of our investment needs and delivers his advice in a very conscientious manner.
David is honest, straight forward and well qualified to give advice. I have two meetings a year to review my investments but can always telephone in between for advice or help.
Annual review of portfolio, detailed assessment of nett worth, advice on work pension fund selection.Answers question sent by e-mail timeously.
Explains what us happening, how investments have performed. He is a very good communicator.
David provides an efficient and friendly service whilst understanding the client's needs, goals and risk attitude.
David has looked after my finances (and previously those of my parents) for many years, taking a much valued interest in my family and welfare. He is patient and kind, accepting realistically my complete unwillingness to take an enthusiastic role in my financial plan.
Applewood Independent has been providing independent financial advice since 1998.
We specialise in investments advice, inheritance tax planning and retirement planning.
With an independent approach, we access the best performing sectors and funds to help maximise returns on your investments.
We will also help you make the right decisions to get the most from the funds you have in your pension.
You are welcome to visit our comfortable offices for regular updates and reviews of your investments and if you have a current adviser we’re happy to give you a second opinion.
We look forward to meeting you soon.
With an independent approach, we access the best performing sectors and funds to help maximise returns on your investments. We will also help you make the right decisions to get the most from the funds you have in your pension. You are welcome to visit our comfortable offices for regular updates and reviews of your investments and if you have a current adviser we’re happy to give you a second opinion.