Appleton Gerrard -  unbiased IFA Manchester
  • Home
  • About Us
    • AG ethos
    • Testimonials
    • Key people
    • What to expect
    • Online snapshot
    • Online Predictor
  • Our Process
    • Process
    • Initial meeting
    • Discovery meeting
    • Strategic planning meeting
    • Implementation meeting
    • 40 day follow up meeting
    • Regular progress meeting
    • Why fees?
  • Strategies
    • Your financial road map
    • The right strategy
    • Financial foundations
    • Tax mitigation
    • Wealth accumulation
    • Accelerated retirement
    • Wealth distribution
  • Programmes
  • Success stories
  • FAQs
  • Contact
  • Client Login

Showing you . . . Your financial future

This site is all about you. It aims to give you a glimpse of what our clients get from us, and what benefits you can expect, should you decide we are right for each other.

  • We’re an independent financial adviser (IFA) specialising in financial planning and wealth management
  • Based in Manchester
  • With over 24 successful years looking after our clients’ wealth management requirements
  • Fee based, no commissions
  • A choice of five different financial Strategies and three different financial Programmes
  • A contented client base who can vouch for our integrity, privacy and sound advice

Any Questions

Read our FAQ

Testimonials

Read what people say about us

Success

Read some of our success stories


Trust us to look after your financial future.

Get in touch to find out more…

Contact
Appleton Gerrard Private Wealth Management is authorised and regulated by the Financial Conduct Authority (FCA). Kusal Ariyawansa, Chartered Financial Planner and Chartered Wealth Manager and Branch Principal. FCA no. 624553. The FCA does not regulate Wills, legal and accounting advice and some forms of trust and tax planning.