ma² Financial Services
ma² Financial Services is an exciting new collaboration between two of the longest running and most respected professional services companies in the North West of England – ma² Chartered Accountants and Appletree Financial Solutions.
I want to be as comfortable as I can when I retire
I have some money to invest or would like to save for a rainy day
I want to borrow some money for a house
I want to protect my family or business in the event of serious illness or death
Looking for something a bit different?
If you are looking for something a bit different from the standard ‘financial advice’ from standard ‘financial advisers’ then we can help you. ma² Financial Services via Appletree Financial Solutions has a fresh new approach to what is usually seen as a necessary but not very exciting part of modern life – financial planning – or more accurately, personal financial management.
So whatever life can throw at you, good bad or ugly, Appletree can be there to help you. They don’t judge, they don’t preach and they don’t ‘sell’ stuff. In fact all they do is give you the option of good quality, uncomplicated and professional advice based on real people’s situations. It’s quite simple really, if you want to make sure that you can enjoy the lifestyle you want when you retire – we can help you towards making that happen.
If you want to put a little bit away for a rainy day – they can help with that too. If you want to make sure your children and loved ones are able to cope financially when you aren’t around – they can do that as well. In fact, ma² FS and Appletree will also be there to help you keep an eye on your financial goals and dreams, making sure that they are achievable and still on track for you.
Now offering the complete financial services solution
ma² Chartered Accountants are experts in all aspects of Accountancy, Business Advice and Tax Planning and Appletree Financial Solutions offer expert, fee-based Financial Advice and Planning in areas such as Wealth Management, Protection and all types of Pensions.
ma² Financial Services is a trading style of ma² Chartered Accountants and acts as an introducer to Appletree Financial Solutions. Appletree are an appointed representative of openwork.
Complete focus on what YOU want or need - not the other way round!
Access to expert advice in every area of financial planning
It’s your choice; male or female adviser, online meeting or face to face - at a time that suits you
Initial meeting at no cost to you
Planning for the future?
Planning our finances is something that we should all do properly because it’s the responsible thing to do. Proper financial planning can provide us with an income when we want to stop working and retire, it can ease the burden on our loved ones when we aren’t here anymore and it allows us to buy our dream homes.
However, sometimes life can get in the way of good financial planning. This then forces other things to seem more important and take priority. This means that all the really important stuff which is going to have the biggest impact on our lives – stopping work to retire; the financial impact of death and buying a home – can all be pushed to one side or not taken seriously for the sake of convenience or the lack of time to do it properly.
You can gain total control of your financial future by simply calling us – we are committed to providing you with easy access to professional expert advice.
Appletree are committed to providing easy access to professional, expert advice at a time and place that suits you. That’s why you can now arrange a no obligation chat with one of Appletree’s qualified personal financial managers by online meeting on your phone, tablet or PC, or ‘Appletree time’ as they like to call it!
· Online meetings arranged by tablet, PC or smartphone
· Easy access to professional, expert advice at a time and place that suits you
· Your choice of male or female adviser
· Transparent, fixed costs