Appletree Financial Solutions Ltd - Poulton-le-Fylde

Introduction to Appletree Financial Solutions Ltd

For individuals and families seeking comprehensive financial guidance and solutions, Appletree Financial Solutions Ltd presents a reliable and highly-rated service. Located in Poulton-le-Fylde, Lancashire, the company has established itself as a leading provider of mortgage brokerage, financial consulting, and investment services. This detailed overview will delve into the company’s offerings, location, contact information, client feedback, and key features, providing prospective clients with a thorough understanding of what Appletree Financial Solutions Ltd can provide.

Company Overview and Specialties

Appletree Financial Solutions Ltd operates as a multifaceted financial firm, specializing in a diverse range of services designed to meet the evolving needs of its clientele. Their core competencies include:

• Mortgage Brokerage: They assist clients in securing the most suitable mortgage deals, navigating the complexities of the lending market and comparing rates from various lenders.
• Finance Brokerage: Beyond mortgages, they offer a wider scope of financial product brokerage, including loans, insurance, and other investment vehicles.
• Financial Consulting: Providing personalized financial advice and planning, helping clients achieve their short-term and long-term financial goals.
• Investment Company: Appletree manages investment portfolios tailored to individual risk profiles and objectives.
• Investment Service: Offers a variety of investment products, including stocks, bonds, and mutual funds.
• Pension Office: They assist clients with pension planning, providing expert advice on retirement savings and drawdown options.

Location and Accessibility

Appletree Financial Solutions Ltd is strategically situated at 12-14 Breck Rd, Blackpool, Poulton-le-Fylde FY6 7AA, United Kingdom. The office is easily accessible and prioritizes client convenience with several accessibility features. Specifically, the location boasts:

• Wheelchair-Accessible Car Park: Ensuring ease of access for clients utilizing mobility aids.
• Wheelchair-Accessible Entrance: Providing a smooth and inclusive entry point for all visitors.

Contact Information and Online Presence

Clients can readily connect with Appletree Financial Solutions Ltd through the following channels:

• Phone: 1253886600 – For immediate inquiries and consultations.
• Website: appletreefinance.com – A comprehensive online resource providing detailed information about their services, team, and client testimonials.

Client Feedback and Reputation

Appletree Financial Solutions Ltd enjoys a consistently high level of client satisfaction, as reflected in their impressive Google My Business reviews. Currently, the company holds a remarkable average opinion of 5/5 based on 154 reviews. These reviews consistently highlight the company’s professionalism, expertise, and commitment to client needs. Customers frequently commend the team’s helpfulness in navigating complex financial decisions and their dedication to finding the best possible solutions. Here's a summary of recurring themes from the reviews:

• Excellent Customer Service: Clients consistently praise the friendly and responsive nature of the team.
• Expert Advice: Many reviewers emphasize the value of receiving clear and insightful financial advice.
• Competitive Rates: Clients appreciate the company’s ability to secure favorable mortgage and investment rates.
• Personalized Service: The company’s commitment to tailoring solutions to individual client needs is frequently noted.

Additional Services and Features

Appletree Financial Solutions Ltd goes beyond traditional brokerage services, offering a range of additional features to enhance the client experience:

• Online Appointments: Clients can schedule consultations remotely, providing flexibility and convenience.
• On-Site Services: For those who prefer face-to-face interaction, the Poulton-le-Fylde office provides comprehensive on-site services.

In conclusion, Appletree Financial Solutions Ltd represents a trusted and established provider of financial services in the Lancashire region. With a strong reputation, accessible location, and a commitment to client satisfaction, they are well-positioned to assist individuals and families in achieving their financial aspirations. Their dedication to providing comprehensive investment and mortgage solutions, coupled with a focus on personalized service, makes them a valuable partner in navigating the complexities of the modern financial landscape. The accessible facilities and readily available online resources further contribute to a positive client experience.

👍 Reviews of Appletree Financial Solutions Ltd

Charlotte B.

5/5

We are in the process of relocating back to the UK after living in the US for 19 years.
I had an outstanding experience working with Lea and Jo.
From our very first interaction communication was excellent — Lea was super helpful and proactive in setting up the appointment. Each question I had was answered promptly and professionally.

Jo made the entire mortgage process clear, stress-free, and transparent. She took the time to understand our situation, financial goals, explained potential options in detail. While we are very much still in the process, I’m confident based off the meeting with Jo that she will be able to find the best mortgage for our situation. What really stood out was Jo’s genuine care and commitment to making sure I felt that we would be supported every step of the way.
I highly recommend the Apple Finance team to anyone looking for a knowledgeable, trustworthy, and personable mortgage advisor.

Alan P.

5/5

This is the second time my wife and I have used Apple tree, that speaks volumes in itself. On this occasion we have been dealing with Kathryn who has been impeccable as an advisor. My wife and I have both been impressed with her knowledge, motivation and empathy when dealing with our situation. Kathryn has taken the time to help me with IT issues when they have arisen. In short she has bee an angel thanks again Kathryn

Steve B.

5/5

We have used Appletree for a number of years now. Mark has patiently answered our questions and looked after our pensions and investments while we approached our retirement. Any time we have called the office we were dealt with quickly and efficiently. We would not hesitate to recommend Mark and Appletree to others.

Gail D.

5/5

I can’t fault Appletree Finance, they have looked after my money for a few years now and I’ve had no problems whatsoever.
My advisor, Jason is very knowledgeable and his advice at the very beginning of my journey
has been spot on! I don’t worry about my money, I know it’s in good hands!
Thanks to Jason and the girls.

Sophie E.

5/5

Appletree have been incredible from start to finish. Joanne has been supportive throughout the whole process. Explaining everything in a way that actually made sense and never made me feel silly for asking questions (and I had a lot!).
Our buying process was not an easy ride but Jo and the team at Appletree kept us informed and calm throughout. They made what we thought would be a stressful process feel easy and even kind of exciting.
If you need someone who’s friendly, knows their stuff, and genuinely cares about getting you the best outcome, I can’t recommend Joanne, Carol and the rest of the Appletree team enough!
Thank you so much for your constant support!

Jonathan B.

5/5

We recently used Appletree to broker a deal for our mortgage on our first house. Our advisor, Kathryn, swiftly sorted us a deal and talked us through how the process would work. Just before completion, due to a drop in interest rates, Kathryn managed to get us a cheaper deal which will save us a significant sum over our initial fixed period.

I would definitely use Appletree again and recommend them to anyone who is after a mortgage broker.

Jemma B.

5/5

Absolutely brilliant company. Always dealt with promptly and can not help you enough. From start to finish the level of professionalism is off the chart. We really do appreciate the team at Apple tree and especially Joanne who has dealt with us for years now I wish i could be as organised and efficient as Joanne. Thankyou all.

Alfie W.

5/5

I’ve recently had Joanne help me with my mortgage. As I’m a first time buyer I had little clue about anything but Joanne and everyone else at Appletree helped me out so much and offered some of the best advice. They made the whole process stress free and easy, everyone there is also really nice and easy to talk to. I would highly recommend them if you’re looking for a mortar advisor.