Appleton Gerrard Private Wealth Management
AG
Financial Advisors
Appleton Gerrard Private Wealth Management
82 King St, Manchester M2 4WQ
# Appleton Gerrard Private Wealth Management
Appleton Gerrard is an independent financial adviser based in Manchester, specialising in chartered financial planning and private wealth management for individuals with complex financial needs. Led by Kusal Ariyawansa, a Certified Financial Planner (CFP) and Chartered Wealth Manager, the firm has over 26 years' experience managing clients' finances with a distinctly proactive, relationship-focused approach.
The business serves professionals and affluent individuals seeking long-term financial guidance without the pressure of commission-driven recommendations. Their client base typically includes busy individuals who want to delegate financial matters to a trusted adviser, with a particular strength in inheritance tax planning, evidenced by their launch of The Times Inheritance Tax Service.
What sets Appleton Gerrard apart is their unwavering commitment to fee-based advice—they explicitly reject commission structures to ensure completely impartial recommendations. They employ Lifetime Cash Flow Modelling to translate abstract financial goals into concrete, visual plans showing how long clients' money will last and when they can achieve their ambitions. Their structured approach—offering five different financial strategies and three financial programmes—demonstrates sophistication beyond generic advice.
The firm emphasises education and transparency, ensuring clients understand their finances before implementation. Their credentials are notably strong, with Chartered status indicating rigorous professional standards. Client testimonials and real-world success stories underpin their reputation for integrity and sound advice delivered over sustained relationships.
Appleton Gerrard is an independent financial adviser based in Manchester, specialising in chartered financial planning and private wealth management for individuals with complex financial needs. Led by Kusal Ariyawansa, a Certified Financial Planner (CFP) and Chartered Wealth Manager, the firm has over 26 years' experience managing clients' finances with a distinctly proactive, relationship-focused approach.
The business serves professionals and affluent individuals seeking long-term financial guidance without the pressure of commission-driven recommendations. Their client base typically includes busy individuals who want to delegate financial matters to a trusted adviser, with a particular strength in inheritance tax planning, evidenced by their launch of The Times Inheritance Tax Service.
What sets Appleton Gerrard apart is their unwavering commitment to fee-based advice—they explicitly reject commission structures to ensure completely impartial recommendations. They employ Lifetime Cash Flow Modelling to translate abstract financial goals into concrete, visual plans showing how long clients' money will last and when they can achieve their ambitions. Their structured approach—offering five different financial strategies and three financial programmes—demonstrates sophistication beyond generic advice.
The firm emphasises education and transparency, ensuring clients understand their finances before implementation. Their credentials are notably strong, with Chartered status indicating rigorous professional standards. Client testimonials and real-world success stories underpin their reputation for integrity and sound advice delivered over sustained relationships.
Services offered
Financial planningWealth managementLifetime cash flow modellingInheritance tax planningFee-based financial adviceInvestment strategyRetirement planningFinancial goal setting