Appletree

Mortgage adviser 12-14 Breck Road, Poulton Le Fylde, FY6 7AA

First meeting at adviser's own cost

Response rating

7.0 /10

14th October 2019

We don't sell, we provide clear advice based on your needs, a clear plan of action which is regularly reviewed.

We can advise you on

Bad credit
Building your home
Buy to let
Buying commercial property
Buying first home
Buying overseas
Equity release
Flexible mortgages
High loan to value
Next home / Remortgaging
Right to buy
Self-employed mortgages

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Meet our advisers

Mark Colgan

Financial Adviser

Jason Alderson

Financial Adviser

Qualifications & Accreditations Hide qualifications

CISI Diploma (CISI)

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

Ann-Marie Blyth

Financial Adviser

Mike Shaw

Financial Adviser

David Gallagher

Director

Qualifications & Accreditations Hide qualifications

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

FPFS - Fellow, Personal Finance Society (PFS)

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Where to find us

12-14 Breck Road, Poulton Le Fylde, FY6 7AA

Make an enquiry

About us

Appletree are a professional financial services company covering the North West of England for over 17 years. We provide face to face advice and our core values are based on a quality customer service. The majority of our business is from repeat clients and referrals. We deal with a wide range of banks & building societies and have regular exclusive products available which are not available direct. If you require clear, jargon free advice we are your company. We believe in charging for our service only when the client receives what was recommended & accepted. We meet the majority of out clients at our office in Poulton but also happy to arrange a home meeting if that is more convenient. We appreciate that people work and evenings maybe the only time to meet so also happy to oblige to suit wherever possible.

Our services

Service, service and service!
We don't waffle and do what we say.

Make an enquiry Request a call back Recommend to a friend

We can advise you on

Bad credit
Building your home
Buy to let
Buying commercial property
Buying first home
Buying overseas
Equity release
Flexible mortgages
High loan to value
Next home / Remortgaging
Right to buy
Self-employed mortgages

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

FREE mortgage review Select

Preferred clients

Minimum mortgage value

£0

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Contact options

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a call back Recommend to a friend

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