Joined March 2012
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10 Jan 2025
Appletree Financial Solutions Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
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28 Jul 2025
AI is already shaping finance , from fraud detection to faster lending decisions.
But it doesn’t understand your goals, your timeline or your circumstances.
Technology can help. Advice still needs a human.
#FinancialPlanning #AI appletreefinance.com/2025/07…
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21 Jul 2025
Retirement planning isn’t just about pensions. Start early, diversify investments, understand your State Pension, and review regularly. Read our full guide for steps to secure your future.
#RetirementPlanning #FinancialAdvice appletreefinance.com/2025/07…
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14 Jul 2025
Buying a home in 2025? It’s not just about the deposit. This quick guide covers 8 key things that are worth understanding before you start.
#HomeBuying #MortgagePlanning appletreefinance.com/2025/07…
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7 Jul 2025
Planning your finances shouldn’t feel like guesswork.
Use your allowances. Understand your options.
Advice = clarity.
Start with the basics appletreefinance.com/2025/07…
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30 Jun 2025
Have you seen our new look website? Same great advice just with a more dynamic site.
#financialadvice appletreefinance.com/
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23 Jun 2025
Inflation hit 3.5% in April - its highest in over a year. It’s dipped slightly since, but many savings accounts still aren’t keeping up. Our latest blog explores what that means for your money. #Savings #Inflation #InterestRates appletreefinance.com/2025/06…
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16 Jun 2025
£31 billion is sitting in forgotten UK pensions. Not lost, just unmanaged.
Changing jobs? It might be time to check where yours are and how they’re performing. #pensionadvice appletreefinance.com/2025/06…
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9 Jun 2025
Could the UK state pension age rise to 70? With Denmark taking this step, the UK may face similar discussions in the years ahead. No decisions yet, but the topic is unlikely to go away. Read more.
#pensionadvice appletreefinance.com/2025/06…
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2 Jun 2025
Spreadsheets. Not glamorous. Not new. Still one of the most-used tools for keeping life organised.
From tracking renewals to listing important contacts, a simple table still gets the job done.
Read our blog #spreadsheets appletreefinance.com/2025/06…
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26 May 2025
Financial protection is not just about policies. It is about peace of mind. This blog explores how critical illness cover and private health insurance can help parents manage the unexpected. #familyprotection appletreefinance.com/2025/05…
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19 May 2025
Self-employed & trying to get a mortgage?
You’ll need the right paperwork, and the right adviser.
Our latest blog explains what lenders look for, even if you’ve only been trading a year.
#mortgageadvice appletreefinance.com/2025/05…
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12 May 2025
Retirement isn’t just about saving, it’s about knowing how to use what you’ve saved.
This week’s blog looks at the decumulation phase and how to manage your income confidently and sustainably in later life. appletreefinance.com/2025/05…
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24 Apr 2025
@BPL_Transport @Marketing_BPL @bpoolholidays @The_Gazette @CoastalDABRadio @AppletreeFS @mhwshow @CoxMotorGroup @LythamLifeStyle @djsprogramme @MandsThompson @ChrisWebbMP @NevilleSouthall @nicolathorp_ @BlackpoolGalley @visitBlackpool @HoundshillSC
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28 Apr 2025
We have just released our new website. Please take a look and tell us what you think.
appletreefinance.com/
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21 Apr 2025
No one wants to imagine their child becoming seriously ill, but planning ahead can ease the pressure if the worst happens. Read this week’s blog.
#FamilyFinance #CriticalIllness appletreefinance.com/how-fin…
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20 Apr 2025
Wishing you a happy and peaceful Easter from everyone at Appletree Finance.
Enjoy the long weekend and a little chocolate too.
#HappyEaster #AppletreeFinance
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14 Apr 2025
Markets looking shaky? Don’t panic.
Our latest blog shares 5 practical tips to stay calm, stay invested and stay focused on your long-term goals.
#investmentadvice appletreefinance.com/five-ti…
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7 Apr 2025
#SpringStatement2025: Tax thresholds still frozen, no big pension changes (yet), and slower growth ahead.
We’ve pulled out the bits that matter most. appletreefinance.com/spring-…
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31 Mar 2025
Fixed-term mortgage ending?
Our latest blog explains what to consider before considering paying off a lump sum.
#MortgageHelp #FinancialPlanning #HomeBuyingTips appletreefinance.com/paying-…
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24 Mar 2025
Re-mortgaging to release equity is one way homeowners may access funds - but it’s not a one-size-fits-all solution.
This week’s blog looks at how it works.
#Remortgage #EquityRelease #FinancialPlanning appletreefinance.com/mortgag…
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