Fee-Based Financial Planning Advice That's totally Independent

We are a boutique firm of financial strategists with in excess of 50 years experience. We prefer to operate on a truly independent fee basis which means WE DO NOT RETAIN COMMISSIONS. Instead, these are either used to reduce charges or alternatively where possible rebated to you.

We specialise in Investment and Estate Planning and concentrate on safeguarding your wealth for your family by protecting it from Inheritance Tax & Long Term Care fees. In addition, we also offer  comprehensive services for all your investment and protection needs including:

• Portfolio Service / Investment Strategies
  Are you making the best use of your capital & surplus income?
• Retirement Planning
  When do you want to retire and how much income will you need?
• Protection
  How much cash would your family or business need in the event you were critically ill, suffering from long term illness/disablement or died unexpectedly? 

• Trusts                                                                                                                                                                     Developing & maintaining investment strategies for Trustees

   

Financial Planning For Discerning Clients

"Our clients are discerning individuals who prefer a fee-based expert advisory service that is delivered alongside proven investment techniques".

Members of our Financial Planning Programme expect this all to be delivered in a prompt & efficient manner. The number of clients utilising our Financial Planning Programme is strictly controlled to ensure our service delivery & advice is not compromised."

Nicholas Fox ACII, AFPS, AIFP. Chartered Financial Planner.  Managing Director

Our Client Guarantee underpins everything we do & is designed to ensure that you are always 100% satisfied with the value & expertise you receive from our team.

If you are seeking a bespoke, fee-based advisory service contact Appleton Fox today.