About Us

Nicholas Fox

Managing Director

Founder, Nick, is a Chartered Financial Planner and a qualified member of the Chartered Insurance Institute (ACII) and the Personal Finance Society (APFS). He is also an Associate of the Chartered Institute for Securities and Investment (ACSI) with over 30 years experience. His vision is to provide clients with a truly independent and bespoke personal financial and Estate Planning service that enables them to live their lives without worrying about money

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Linda Fox

Director

Working closely alongside Nick, Linda is responsible for maintaining our financial & client records to ensure the business runs smoothly & efficiently from both an internal & client perspective.

Jacqui Bath

Practice Manager

Jacqui has over 26 years experience working within the financial services industry. As Practice Manager Jacqui combines her client work with other duties to ensure the delivery of our client excellence programme.

Alison Preston BA(Hons)

Technical Assistant

Ali has over 18 years diverse experience within the financial services sector. This has included roles with well known High Street banks & the pensions department of a major provider. Whilst Ali’s primary focus is on technical client work she also provides input on certain aspects of our investment research.

Ruby Mitchell

Client Services Officer

Ruby uses her L2 & L3 NVQ Qualifications in Business Administration to great effect when co-ordinating the delivery of our client service proposition on a daily basis.

 

How we work

We are & always have been independent fee based advisers.


Our fees are:

  • Totally transparent
  • Determined and agreed upfront before any work is undertaken
  • Based on the amount, complexity and nature of work involved


thereby placing you firmly in control and avoiding any unexpected surprises.


Appleton Fox Estate Planning

0117 214 0017

advice@appletonfox.co.uk

Testimonials

Appleton Fox provided good planning advice, having taken time to explain everything thoroughly in a way that a layman could understand. By following their advice we have cleverly re-structured our estate planning arrangements thereby achieving substantial improvements in tax efficiency & security for both ourselves & our family.


Mr & Mrs Briant, Retirees, Andover

Nick Fox has assisted my wife & I in establishing an extremely effective estate planning solution that has been individually tailored to our own & our family’s specific needs. Accordingly, whilst ensuring our complete financial independence & security for the rest of our lives we have also managed to ensure our estate will be secured tax efficiently for our family. I do recommend what he has to say!

Keith Moss, Retired company Director, Canford Cliffs

I had been concerned for some time that my last will wouldn’t ensure all legacies would go to the correct beneficiaries and would not stop my wealth being leeched off by future events e.g. divorces, remarriages, step children etc. The solution to the problem was to set up Family Beneficiary Protection Trusts where all assets are bloodline protected. This was done extremely professionally through the offices of Appleton Fox and I can't recommend too highly the work done by Nick Fox

Thompson Muir, Retired Electrical Engineer, Bristol

My family have recently implemented some extremely flexible & well constructed Estate Planning arrangements through Appleton Fox Estate Planning LLP. The expert & patient advice we received from Nick Fox has enabled us to resolve all of our long standing concerns. In addition to saving many thousands of pounds of generational Inheritance Tax we have also ensured the complete protection of our family wealth for the family.

Anthony Michael, (Trustee), Bristol

I am absolutely delighted with the advice I have received from Nick Fox of Appleton Fox Estate Planning LLP. Nick carefully explained every stage in the process which has ultimately enabled me to ensure that my estate is completely protected for my friends & family in an extremely simple & tax efficient manner.

J Lambert, Retired International Telegraph Executive, Bristol

My mother and I met Nick Fox in 1995 when we were advised by the solicitors dealing with my father’s estate to consult an Independent Financial Adviser. We found Nick to be incredibly knowledgeable, helpful and efficient, we moved with him when he changed companies and were delighted when he set up his own business, Appleton Fox, in 2007. Nick was very helpful to me and my sister, also a client, when our mother died in 2009. Nick has been very successful in choosing my investments and I trust his judgement completely. Latterly I have been doing some estate preservation work and again Nick has been excellent at explaining how this works and seeing it through with great attention to detail. I would have no hesitation in highly recommending Appleton Fox.

Miss M Cowley, Retired Administrator, Winchester

Nick has provided financial planning advice to myself and family for the last fifteen years, primarily in the areas of pension provision and estate planning. His advice is always thorough and clearly explained and we find the annual review meetings particularly useful. Restructuring and ongoing monitoring of our pension investments has been invaluable and we have recently used his estate planning service to complete family trusts to minimise generational inheritance tax liability. I highly recommend Nick as a financial advisor, very professional and easy to understand.

Simon Pickett, Solicitor, Bristol

(Part 1/2) Having recently moved house and taken retirement from our family business, we felt that the time was right to take a clear overview of our financial position both with regard to our own financial future, and that of our offspring and grandchildren.

On recommendation, we contacted Nick at Appleton Fox to seek advice on our long term financial arrangements.

We found Nick to be prompt and courteous in his initial response to our enquiry, and at his appointment with us in our home, his presentation of what would turn out to be a tailor made plan for our finances, he was clear, concise, well informed and very patient in explaining everything to us. He was able to answer our questions with competent ease and give reassurance where we had concerns.

Nick and his staff at Appleton Fox gave us plenty of time to discuss...

Mr and Mrs Simpson, Retirees, Dorset

(Part 2/2)...the proposals with our family and were always happy to answer questions which either we or they might have raised.

The end result is that we have now brought our investments up to date and have a much clearer understanding of our current and future cash flow position. We feel that we have implemented a plan which has significantly improved the strength of our Estate Planning and enhanced the level of ‘Bloodline Protection’. We are of the opinion that this has achieved all of our original aims and objectives which we discussed and planned with Nick’s help, to keep our wealth safe and secure for our family.

We would happily recommend Appleton Fox to anyone in our position. We commend them on their attentive and supportive manner at every step, and are reassured that they are continuing to look after our interests in the future.

Mr and Mrs Simpson, Retirees, Dorset

Appleton Wealth Management Ltd is registered in England & Wales no. 6159055. 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. 6159055. 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