Core Independent Financial Planning Ltd
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Business
- Group pensions
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
My name is Sam Appleby, owner of Core Independent Financial Planning. In 2003, I decided to launch a business offering independent advice.
An experienced financial planner, my financial qualifications and expertise are tailored to Wealth Management, Estate Planning and Retirement Planning.
I am passionate about financial planning. You can expect impartial, straightforward advice, tailored to your requirements.
I want the process of planning to be an enjoyable, rewarding experience. My clients
become better informed, confident and empowered to achieve their financial goals.
I am a strong believer in consistency, continuity and trust.
Our reputation has been built by personal recommendation from other clients, as well introductions from other professionals such as Accountants.
By working with clarity, independence and impartiality, I have the freedom to provide a genuine commitment and service I believe in to my clients and their families.
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