Appleton Fox Wealth Management
Appleton Fox Estate Planning

0117 214 0017

advice@appletonfox.co.uk

Appleton Fox aim to put you & your family firmly in control of your own finances by helping you make the right choice first time every time!

Whether you're looking for expert, independent financial planning advice on safeguarding and growing your wealth, retirement planning, protection in the event of illness or the death of a loved one or tax, we are here to help.

Appleton Fox Wealth Management specialises in helping and supporting both individuals and Trustees with their finances.

Appleton Fox Estate Planning specialises in the “Bloodline Protection” of your family wealth. We advise on the implementation & maintenance of legal frameworks that help to protect & safeguard your wealth from a number of “social impacts” including death, divorce, re-marriage, tax, bankruptcy & care costs.

Appleton Wealth Management Ltd is registered in England & Wales no. 6159055. It is also authorised and regulated by the Financial Conduct Authority no. 466149. The Financial Conduct Authority does not regulate some forms of tax, will & trust advice. 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. The value of investments can fall as well as rise. You may not get back what you invest.

Appleton Fox Estate Planning LLP (Limited Liability Partnership)

Appleton Fox Wealth Management Ltd is registered in England & Wales no. 6159055. It is also authorised and regulated by the Financial Conduct Authority no. 466149. The Financial Conduct Authority does not regulate some forms of tax, will & trust advice. 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. The value of investments can fall as well as rise. You may not get back what you invest.

• Appleton Fox Estate Planning LLP (Limited Liability Partnership) is registered in England & Wales no. OC355030