We are a boutique firm of financial strategists with in excess of 40 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) FULLY 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? 
  

Whilst we have prepared the majority of the information on this website we occasionally incorporate generic third party commentary. 

Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site. However, as development plans are continuously evolvong, we always  welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.

If you do have any suggestions please e-mail advice@appletonfox.co.uk

The General Insurance Services made available to you through our search engines are introduced by ourselves to a third party, however you can be assured the quotes you will receive will be some of the best available in today's marketplace.

We hope you find the site both useful and informative.