Expertise
- Retirement & Pension Planning
- Invesment Planning
- Final Salary Pension Transfers
- Trust Bank Account Setup
- Wealth Creation
- Business Sale
- intergenerational planning
- Workplace Pension Schemes
- Media & Entertainment
- Coaching Executive Coaching
- Business Coach & Mentor
Summary
Appleton Gerrard provides independent financial advice, retirement planning, pension advice, investment planning and wealth management in Manchester and across the UK. Led by Kusal Ariyawansa, Chartered Financial Planner, Certified Financial Planner and Chartered Wealth Manager, we help professionals, business owners, families and retirees make confident long-term financial decisions.
Our planning helps answer important questions: how do I make work optional, can I afford to retire, will my money last, how should my pensions and investments be structured, and how can I plan tax-efficiently while enjoying my money and creating a lasting legacy?