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.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.