01253 861084 hello@www.ma2fs.com

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.

If you need any help or guidance on any aspect of your finances or financial circumstances, give them a call.

Now offering the complete financial services solution

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.
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!

It’s your choice; male or female adviser, online meeting or face to face - at a time that suits you

Appletree offer and aim to achieve the following

%

Customer Happiness!

Access to expert advice in every area of financial planning

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.

 

Not really into financial advisers?

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Only contact Appletree if

R

You want professional advice built around you as a real person

R

You want a fresh approach to how you plan your finances

R

You see the benefit in talking to an expert

Have you already got it sorted?

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3 good reasons NOT to contact Appletree Financial Solutions

You want access to professional advice and expertise at the lowest possible cost – it is an investment in your future not a kettle!

You see financial planning as a short-term ‘thing’- nothing about planning for the events in your whole life is short term.

You are not open minded enough – if you really want to make a difference to your life by planning for it properly, then Appletree can give you the expert help and advice you need however if you aren’t willing to listen then they can’t help. Simple!

Worried that they just want to sell you something?

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Meet your team

They are a happy, friendly bunch, with an unquenchable thirst for knowledge and tea!
The other thing they share is a commitment to making your journey with them as uncomplicated and as hassle free as possible. All of the personal finance managers at Appletree are qualified and regulated by the Financial Conduct Authority and have many, many years’ experience in helping people from all backgrounds and all levels of knowledge. Their customer service skills have also rightly been praised with 80% of respondents to a recent customer survey confirming that they are ‘extremely satisfied’ with the service they have received, the highest rating possible!

 

 

So to get things rolling, we would like to introduce you to 3 people from the team at ma2 and Appletree who we think you should really meet…

Ann-Marie

Ann-Marie

Personal Finance Manager - Appletree Financial Solutions

Ann-Marie came into Financial Services 5 years ago following a successful career as a Company Accountant for a large Blackpool based training provider. She truly enjoys interacting with people and has the amazing ability to put people at ease and explain complex issues in a way that’s easily understood. In her spare time, Ann-Marie enjoys writing her own piano music.

James Howarth

James Howarth

Operations Manager - ma2fs

James is the operations manager at ma2fs. Working from their head office in Thornton Cleveleys ma2 serve over 1200 clients from all over Blackpool, the Fylde Coast and beyond. ma2 pride themselves on being so much more than just Chartered Accountants with services such as accounts, payroll and taxes we make sure we generate innovative ideas to help you to improve both your business and your life.

Leanne

Leanne

Client Support Manager - Appletree Financial Solutions

Leanne successfully ran a Nationwide Building Society agency in Poulton le-Fylde for 5 years before becoming our Client Support Manager. She genuinely feels that excellent customer support is a vital part of any business and constantly strives to provide this at all times, to everyone! In her spare time she likes to keep fit by going to the gym regularly and loves to spend time with her family and friends, whenever she can.

'Appletree time'

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

Any questions?

Our Helpdesk team, James and Sharon, will be happy to help you

Call: 01253 861084
(Mon-Fri 9:00am – 5:00pm)
Email: hello@www.ma2fs.com
Write to: ma2 Financial Services, 5 Crescent East, Thornton Cleveleys, Lancashire, FY5 3LJ

ma2 Financial Services is a trading style of ma2 Chartered Accountants. ma2 Financial Services act as an introducer to Appletree Financial Solutions Ltd which is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Registered address: 5 Crescent East, Thornton Cleveleys, Lancashire, FY5 3LJ. Registered in England & Wales number 04832103