
Paraplanner Zone: Applewood

MD Karl Hartey on how the firm uses paraplanners.
Hartey set up Applewood Wealth Management in 1992. With two offices in Shropshire and Chester, the firm consists of a team of 18. The company has four paraplanners supporting two advisers who, in turn,...
More news
Three things your clients may call you about this week …
What made financial headlines over the weekend?
Janus Henderson adjusts pricing approach on £2.8bn Property fund
To promote 'long-term investment'
'Broken platform market' exposed by data from the lang cat
Switching 'hard and expensive'
SJP directed to waive client's exit fees after 'catalogue of errors'
Ombudsman decision
How much does fund size matter?
Smaller funds still packing a punch
Back to Top