Looking to secure your financial future?

Take control of your finances and achieve your goals with our financial advisers! Schedule a consultation today for personalised mortgage, pension, and investment advice. Let us guide you towards financial success!

Advisers meeting with a client

What We Do

Find out more about the services we offer advice on

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

A pension is a long-term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates, and tax legislation.

About Us

At Applied Wealth Management Ltd, we believe financial advice should be clear, personal and focused on helping you achieve your long-term financial goals.

Whether you are planning for retirement, investing for the future, protecting your family or growing your wealth, we take the time to understand what matters most to you before recommending solutions designed around your individual circumstances and objectives.

We are committed to providing independent, transparent advice and building long-term relationships founded on trust, professionalism and exceptional service.

Our aim is simple: to help you make informed financial decisions with confidence, knowing your wealth is working hard to achieve the future you want.

About Us

Get In Touch

Main Office Liverpool
22 Howden Drive Huyton Liverpool
L36 4NU
Telephone 0151 440 3700
Email info@appliedwealth.co.uk

What our clients say


  • His initial analysis was extremely helpful and realistic. He has also raised investment confidence levels both for myself and also for others in the family. He has been readily approachable and very efficient in follow-ups.

    James

    Merseyside

  • Ryan has given excellent advice as to how to invest savings and deal with potential inheritance issues.

    Sarah

    Merseyside

  • Ryan helped me consolidate all my pensions and finances and made everything easier to follow and access.

    Jayne

    Merseyside

  • I came to Ryan needing a proper pension plan and help combining my pension pots. He also advised me on investing my savings for growth and found the best split within my Aviva portfolio.

    Kiren

    Merseyside

  • Ryan has helped me to better understand my finances and put a clearer plan in place for my personal future and the future of my business.

    Demi

    Merseyside

  • Ryan has advised on transferring a pension and ISA investments. He has helped me determine the level of risk and managed a set of investments on my behalf.

    Richard

    Merseyside

  • Ryan Nevols has helped and guided me over the last nearly four years with a thoroughly excellent, professional and outstanding service throughout. Working with him has been one of the best decisions I have made for my financial future and knowing my investments are in safe hands and I am being well looked after with sound advice given to me year on year,

    Kevin

    Newton-le-willows

  • Ryan has helped me set up investments for myself and also for my daughter's future. He has been extremely professional and clear and has provided excellent advice.

    Philip

    Merseyside

  • Ryan helped me navigate my investments into a portfolio strategy, including actually having poor mortgages in place and streamlining my focus for future estate planning.

    Gary

    London

  • Ryan was very easy to talk to and made sure we understood all our options. He did everything for us and made us feel confident with our choices.

    Ryan helped my wife when reviewing our retirement options. He helped us find the best annuity available for my wife and helped us put this in place, completing all the necessary paperwork and being there whenever we called or had a question.

    Antony

    Merseyside

  • I came to Ryan needing a mortgage for my new property and help with an old workplace pension. From the start he gave professional advice with no pressure at all. He listened to what I wanted and explained everything clearly, so I fully understood my options before making any decisions.

    When things came up during the purchase, Ryan liaised directly with my solicitors to sort them out, which took a lot of stress off me. He also looked at my finances as a whole rather than just the mortgage, and put together a clear plan for the future. I'd recommend him to anyone.

    Ben

    St Helens

  • Ryan helped me with my remortgage, but he didn't stop there. He also reviewed my wider finances and some old pensions I had, and gave me clear advice on what to do with them. Everything was explained in a way that was easy to understand, with no pressure.

    He also looked at the investment properties I own and helped me understand the tax considerations involved. It was really helpful to have everything looked at together rather than in isolation. I'd recommend Ryan to anyone.

    Luke

    Liverpool