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Financial Advisors High Wycombe

Applewood Financial Solutions Ltd – providing quality financial guidance

Welcome to Applewood Financial Solutions Ltd, your local independent financial advisors in High Wycombe. We specialise in providing high-quality investment advice, drawing upon years of experience in financial services. Our mission is to offer quality independent financial advice, whether you are an individual or a small business. With our free initial consultations and strong industry links, we're here to guide you through your financial journey.

 

Need Advice?

Are you seeking expert financial guidance? At Applewood Financial, we offer a complete range of financial advice services to help you in all aspects of financial planning. Whether you need mortgage advice, investment strategies, or family protection planning, our experienced financial advisors in High Wycombe are here to assist you every step of the way. We pride ourselves on our personalised service, ensuring that your financial goals are met with professionalism and expertise.

FINANCIAL ADVICE SERVICES

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Your financial advice services

 

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Mortgages

We provide expert independent mortgage advice, helping you secure the best options whether you are a first-time buyer, home mover, or looking to remortgage.

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Investments and Savings

Our investment and savings services focus on helping you grow and protect your wealth through with ISAs and pensions, designed to meet your financial goals.

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Equity Release

We offer independent equity release advice, allowing homeowners aged 55 and over to unlock the value of their property while continuing to live in their homes, providing financial flexibility in retirement.

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General Investment Accounts

Our General Investment Account services provide a flexible and tax-efficient way to invest in a wide range of assets, allowing you to manage your investments according to your specific financial objectives.

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Protection

Applewood Financial delivers comprehensive family protection advice, ensuring you have the right insurance coverage in place to safeguard your loved ones' financial future in the event of unforeseen circumstances.

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Retirement Planning

We specialise in personalised retirement planning, helping you navigate your pension and investment options to secure a financially stable and fulfilling retirement aligned with your aspirations.

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Why Choose Us?

Choosing Applewood Financial Solutions Ltd means opting for a service that combines local expertise with nationwide reach. Our financial advisors in High Wycombe are fully accredited and regulated, ensuring you receive the highest standard of independent financial advice.

Ready to take the next step? Contact us today for a free initial consultation.

BOOK A CONSULTATION

 

 

At Applewood Financial, as financial advisors in High Wycombe we are committed to providing you with professional, accredited, and experienced financial advice. Let us help you shape a secure financial future.

 

We love hearing from our clients

Don't just take our word for it! See what our clients are saying about our financial advice and services to get a better understanding of how we can help you here at Applewood Financial Solutions Ltd.

 

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“Robbie Waller has been my mortgage broker for many years.

Apparently, being a day rate contractor means I'm not the ideal applicant for mortgage lenders. Robbie has jumped through hoops to obtain high lending through Halifax, enabling me to keep a property and let it out whilst moving up the residential property ladder. He also helped a family member on a low income obtain a mortgage through a shared ownership scheme, fixing them into a very low interest rate for 5 years, giving them the confidence to leave their rented accommodation. I am always pestering Robbie with questions, and he always picks up the phone to answer them. He helped me navigate my way through the high interest rates, offering good advice matching my high-risk appetite. If there is anything he can't help with, he will refer you to someone who can. I highly recommend giving him a call.”

Camilla

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“Robbie has successfully invested my pensions within a number of global funds for several years.

Robbie reviews my portfolio in person and on a regular basis. Making sure that I am happy with each fund that is selected and offering potential new ones if he and I feel the balance of investments needs a little tweak. Robbie is very generous with his advice and time. Thank you, Robbie, would definitely recommend you as a financial advisor.”

Sally

 

 

 

Regulatory

Applewood Financial Solutions Ltd is registered in England and Wales under company number 15188101. Registered Office: 12 New Pond Road, Holmer Green, High Wycombe, HP15 6SX.

Applewood Financial is an Appointed Representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority under FRN 197107. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Please read our Privacy Policy before contacting us.

Contact Us

Email: info@applewoodfinancial.co.uk
Phone: 01494 714131

Book a Consultation

Address: 12 New Pond Road, Holmer Green, High Wycombe, HP15 6SX