Response rating
10/10
FCA verified
18th September 2017

Applewood Independent Limited

Independent Financial Adviser 3rd Floor Pepper House, Market Street, Nantwich, Cheshire, CW5 5DQ
First meeting at adviser's own cost
We are truly Independent Advisers who specialise in Investments, Pensions and Inheritance tax planning
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Corporate pension
    • Group critical illness
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
David Pritchard DIPPFS
Managing Director
Alex Pritchard
Financial Adviser
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.
Graham, Cheshire
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.
John & Margaret, Cheshire
He anticipates our needs with solutions that are both simple to understand and requires little user involvement and work very well.
Paul, Cheshire
Very pleased with advice & recommendations & the results they achieve with both interest generated & growth received. The results are within our constraints of risks.
George, Cheshire
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.
Mavis, Cheshire
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.
Alan, Staffordshire
- 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.
James & Joan, Cheshire
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.
David, Avon
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.
Colin & Valerie, Staffordshire
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.
Chris, Staffordshire
David has a very thorough grasp of our investment needs and delivers his advice in a very conscientious manner.
Brain & Maureen, Staffordshire
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.
Norma, Cheshire
Annual review of portfolio, detailed assessment of nett worth, advice on work pension fund selection.Answers question sent by e-mail timeously.
George, Cheshire
Explains what us happening, how investments have performed. He is a very good communicator.
Judith, Cheshire
David provides an efficient and friendly service whilst understanding the client's needs, goals and risk attitude.
Gill, Cheshire
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.
Hilary, Staffordshire
Where to find us
About us

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.

Our services

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000

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