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 Fox – Premium Partner with The Castle School (Thornbury)
In November 2013 we were delighted to become premium partners of this highly successful secondary school – a cornerstone of our corporate Social Responsibility Programme. The Premium Partnership was established in 2009 to help, encourage & re-inforce the school’s links with the business community. For our own part we anticipate helping the students with their understanding of finance & its practical application as they continue their journey through education into the working environment.

"Appleton Fox are an important new Partner for Castle, as the need for young people to be told about money management has never been more important. I am thrilled that Appleton Fox have joined the growing number of businesses who see and understand the importance of working with schools to support young people on their journey into employment. I am convinced that there is a very bright future for the partnership with the involvement of such committed partners".

Melanie Warnes MA Headteacher

Appleton Wealth Management Ltd is registered in England & Wales no. 6059055. 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. 6059055. 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