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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.
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WHO WE ARE

We are a highly experienced Independent Financial Advisory firm 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.

© 2021 Appleton Fox. 

Appleton Fox Wealth Management Ltd is registered in England & Wales no. 6159055 whose registered office is at St Denys House, 22 East Hill, St. Austell, Cornwall PL25 4TR.  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.

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