Mortgage Brokers in High Wycombe
Serving businesses and individuals across South Bucks
About us
Here at Applewood Financial Solutions Ltd, we are here to help both individuals and businesses access high quality advice. We are well regarded financial advisors and mortgage brokers in High Wycombe, and offer a range of monetary guidance to enable informed decisions on your funds. Our team includes highly experienced advisors, and we are well-placed to help you move your finances forward with confidence.
Applewood Financial Values:
Independence
Transparency
Personalised Advice
The Applewood Financial Mission:
At Applewood Financial Solutions Ltd, our mission is to deliver decent independent financial advice that empowers individuals and businesses to make informed decisions about their financial futures. With years of experience in the financial advice sector, particularly in mortgages, we understand the complexities and challenges our clients face.
As financial advisors in High Wycombe we offer our services nationwide, making it convenient for clients to access expert advice regardless of their location. Whether you prefer to meet in person, discuss your needs over the phone, or engage with us online, our flexible approach ensures that you receive the support you require in a manner that suits you best.
We also offer free initial consultations, allowing you to explore your financial options without any obligation. Our extensive industry links and referral network enable us to connect you with additional resources and professionals, ensuring that you receive comprehensive support throughout your financial journey.
We are dedicated to building long-lasting relationships with our clients based on trust, transparency, and a shared commitment to achieving your financial goals. Our mission as mortgage brokers in High Wycombe is to provide you with the knowledge and tools to secure a brighter financial future.
Our Team:
DIRECTOR
Robbie Waller
robbie@applewoodfinancial.co.uk
Robbie has been involved in financial services for over 30 years, is the founder of Applewood Financial Solutions Ltd. He specialises in providing investment, wealth management and retirement planning advice. Is a mortgage specialist, providing advice in all forms of mortgage lending, including equity release.
PA
Helen Moser
helen@applewoodfinancial.co.uk
Helen has worked with Robbie for the past 11 years, is ultimately responsible of the running the office and overseeing back-office systems.
ADMINISTRATOR
Gracie Waller
gracie@applewoodfinancial.co.uk
Gracie is Robbie's daughter who joined Applewood this year as an office administrator and is looking to progress her career in financial services.
Contact our independent mortgage brokers in High Wycombe to book a free consultation. Call 01494 714131 or email us on info@applewoodfinancial.co.uk.
Frequently Asked Questions
What types of mortgages do you provide advice on?
We provide advice on residential mortgages, including first-time buyer mortgages, home movers, buy-to-let mortgages, and commercial mortgages.
What investment options do you offer?
We offer various investment options including ISAs, pension planning, tax-efficient investing, and ongoing portfolio management.
Can you help with retirement planning?
Yes, we provide comprehensive retirement planning advice to ensure your savings and investments align with your long-term goals.
How much can I borrow?
Every circumstance is different and every person will have a different answer. However, for a general guide, speak to one of our financial advisers.
Regulatory
Applewood Financial Solutions Ltd is registered in England and Wales under company number 15188101. Registered Office: 12 New Pond Road, Holmer Green, High Wycombe, HP15 6SX.
Applewood Financial is an Appointed Representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority under FRN 197107. 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. Please read our Privacy Policy before contacting us.
Contact Us
Email: info@applewoodfinancial.co.uk
Phone: 01494 714131
Address: 12 New Pond Road, Holmer Green, High Wycombe, HP15 6SX