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Financial Adviser, Blackpool
Appletree provide financial advice on a range of services; family protection, mortgages, pensions, child savings, ISA and investments.
Appletree Finance have been an established financial adviser in Blackpool for over 21 years and cover the North West providing face to face advice at client’s homes, our offices in Poulton-Le Fylde’ or via Skype. While we strongly believe in meeting our clients in person we also appreciate there are some that prefer the digital options now available which we utilise on a daily basis.
We have seven advisers and a team of four dedicated customer support staff. Our core belief is customer service with many repeat clients over many years including their own families and friends. A large majority of our business also comes from referrals which is a great testament to the advice and service we provide.
Protection & Financial Adviser Services Summary:
Family protection and Life Insurance | Blackpool
life assurance to provide a capital sum in the event of death to a parent. This can used to replace the income lost or repay a mortgage or other debts and remove or reduce the financial burden left after death
Critical illness Cover | Blackpool
in the event of a serious illness, cancer, heart attack, stroke, brain haemorrhage, paralysis, parkinson’s disease, motor neurone disease, multiple sclerosis…….over 40 conditions are covered. The benefit pays a capital sum on diagnosis of a serious illness, which can be used to cover a mortgage or help with other essential expenditure or home conversions. As with life assurance this can reduce the financial burden left if one needs to stop work due to illness
Sick pay | Blackpool
In the event of an illness that prevents one from working, employed or self-employed can benefit from this policy. The policy benefit can be paid after 4 weeks of sickness and until you return to work or retire, whichever the sooner. This is popular with those that have no employer sick pay and statutory sick pay (SSP) only or self-employed who can’t claim SSP benefit. This benefit ensures essential bills are paid including a mortgage and protects the family home during ill health.
All the above are the foundation of family protection and with claims now effecting 1-2 people there has never been a greater need for having some cover rather than none. The cost of protection can be managed to meet a budget so all clients can be covered in some way.
We are happy to provide any quotes on the above protection or any other financial adviser and financial planning services, by telephone and or email to suit your personal preference.
We have aimed to achieve excellence well above the standard of our profession, helping our clients to Create, Protect and Manage their money. We offer clear, precise and professional planning in an uncertain financial world.
The financial advice process we offer helps provide solutions for all types of people and circumstances, no matter how much time, money, or knowledge they have. This process is powered by expert technical knowledge, honest values and principles, leading edge technology and most importantly, outstanding customer service.
More information about financial planning and financial services
At MyBump2Baby we work with financial advisers that are authorised and regulated by the financial conduct authority.
We feel that it is important for all famlies to have regular financial reviews to ensure they are fully covered should the worst happen. We also believe that family planning is essential for growing families. Apple tree finance is also a mortgage brokers and they can help families with their financial needs in the Fylde Coast and throughout Lancashire.
Appletree Finance office is based in Poulton le Fylde within the Fylde coast in the county of Lancashire in the north west region of England, they can help with pensions, mortgages, long term investments and other financial services.
Get in touch with one of the advisers at apple tree finance and find out more about the services they offer.
The company number is 05639143 and they are registered in England
You can contact the financial ombudsman service by contacting them here.
- Insurance & protection
- Pensions & retirement
- Financial planning
- Tax & trust planning
Diploma Qualified advisers
Equity release advisers
Free 1 hour meeting to discuss your options
Family protection review
Family protection review