Appleton Fox Wealth Management

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.

uk.linkedin.com/in/nickfox

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.

0117 214 0017

advice@appletonfox.co.uk

Testimonials

The unexpected receipt of a large legacy effectively turned my world upside down. Whilst it has ensured a level of financial security in my retirement it also requires a level of financial “decision making” that I’ve never before needed to concern myself with. Frankly I found the responsibility rather daunting & am delighted to have been introduced to Nick Fox & the team that supports him at Appleton Fox Wealth Management Ltd. As my portfolio is now fully established I continue to benefit from the support & guidance available from the team at Appleton Fox in all areas. The advice & guidance I have received has (for the first time ever) delivered a level of knowledge & confidence over my financial future.

Thank you Appleton Fox!

Mrs Marion Smith, Retiree, Bristol

Confidence is the key word to describe a good working relationship between a client & their financial planner.

When I first met Nick in 1997 he was able to reassure me, a relative beginner in financial matters and I was confident that he would do his best for me. This has been proven time & again over the years.

Mrs F Lowe, Retiree, Powys

The real test of a financial planner is time. So, in retrospect, were the decisions taken and the advice given helpful and beneficial?

I have received financial planning help from Nick for some 18 years and it has passed the test. I have benefited considerably from his work for me. Further, he is excellent at explaining complex financial matters in ways I can understand.

Prof M Spencer, Retired Chemist & Lecturer, Cardiff

The two most important features of the relationship between financial planners and their clients are trust and confidence. We can say with total confidence that, in all the dealings we have had with Nick over the years he has not only fully honoured this relationship of trust but the advice he has given has been sound and impartial.

Thank you very much indeed.

Prof & Mrs Stirrat, Bristol

Nick Fox has been my advisor for 17 years. His knowledge and advice to date has proved to be of a sound nature, advantageous and most profitable.

Ms J lambert, Retired International Telegraph Executive, Bristol

Since you have arranged for me to draw my pension I feel quite sad that after (over) 20 years I shall no longer require your services. I still have the bulk of my pension lump sum in our current account. I don’t think I have ever had so much money but am slowly deciding what to do with it. I am so grateful to you for all your help over the years. I know I was a small fish but I did always benefit from millionaire treatment!

Mrs L Rees, Retiree, Herefordshire

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

We have been advised by Nick Fox for over 16 years. During that time we have constantly been reassured by the proactive & comprehensive nature of the guidance we have received. Whenever we've needed additional assistance he & his team have always responded in a timely and efficient manner - exactly what's needed from an advice team.

Mark Powell, Window Contractor, Bristol
Lyn Powell, Office Manager, Bristol

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