Appletree Financial Solutions
Based in Poulton-le-Fylde

I have used Appletree Finance for a good number of years.

I have found their expertise and professionalism a breath of fresh air in what is commonly perceived as a somewhat aggressive industry.

Regular appointments are kept with a complete agenda as to what is to be discussed complete with paperwork to back up any agreements made and any topics discussed.

I have used Appletree to sort all of my finances out, I am regularly travelling and away on business, and feel utterly confident in leaving them to carry out all that is necessary for them to do their best for me.

A colleague of mine whom I recommended is as impressed as myself.

One note to mention aside from the excellent financial Adviser I have is the internal team based in Poulton .They are completely professional and even went out of their way one year to ensure a mortgage I was taken out was completed between the Christmas and new year break.

All in all to work with a company which is best in class such as Appletree, is something I cherish and wish them nothing but success.

 

I am grateful for the hard work and exemplary service provided by Jason, Leanne and the team.  They have helped me organise and better manage my most important financial decisions (I not very good with dealing with my finances) and provided me with the best tools through their up to date market knowledge and being so personable to deal with.  I feel confident that I am receiving the best financial advice.   I would of course recommend Appletree without hesitation.