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WHAT WE DO
We provide ‘whole of market’ Independent Financial Advice, specialising in wealth management. This means that we are not tied to particular providers of products but are able to look across the whole market, in order to select one that best suits a client’s individual circumstances.
The secret to successful investing is striking a balance between risk and reward. Our work is not only about striking this balance, but also managing investments as a client’s circumstances and the financial markets change over time.
ABOUT US
STEP
1
The first step in this process is to clearly identify a client’s risk profile, circumstances and goals. Our investment advice is then based on this information.
STEP
2
We undertake extensive work to ensure any funds we invest in match our view of the markets and perform as we would expect.
STEP
3
As clients move through their life, their risk profile can change and the markets that they invest in will fluctuate – thus a structured review process is vital.
We believe that client expectations should be realistic and attainable; we maintain regular contact with clients and will always be open and transparent in our recommendations and fees.
WHO WE ARE
We are highly experienced Independent Chartered Financial Planners with over 35 years' industry experience and a proven track record of providing a successful investment experience to a wealth of clients across the UK.
Founded in 2007, Appleton Fox has built up a reputation for putting its clients first through providing hands on guidance and reassurance during times of uncertainty. We will work with you to create a long term financial plan and ensure that this is reviewed annually, to ensure our clients can focus on what they want to do whilst they trust us to focus on what we do best – planning for their future.
OUR CORE VALUES
Our values define how we run our business and how we treat you as a client.
People Focussed
We take time to build strong, personal relationships with clients, colleagues and business partners to make sure we fully understand their needs and objectives. We always aim to provide high-quality, clear and value-added advice. We do not over complicate, include unnecessary jargon or sit on the fence when our clients need guidance.
Here for You
We are conscientious, easy to get hold of and responsive to our clients’ needs. We don’t believe in automated web chat and helplines. We take pride in the fact that there will always be a team member ready to assist you.
Expertise
We are problem solvers. We work hard to provide our clients with high quality financial planning and advice. We encourage resourcefulness and progression for our staff and actively seek out the best outcomes. We work together to develop innovative solutions and recommendations.
Integrity
We are honest, transparent and trustworthy in our dealings with clients, colleagues and business partners. We honour our commitments because integrity is important to us.
Friendly & Approachable
We treat people with respect and courtesy and are committed to building an open and supportive environment. We work together as a team to get better results.