Apex Cb Financial Planning Ltd

Independent Financial Adviser Apex C B Financial Planning Ltd, Jellicoe House, Admiralty Park, Station Road, Holton Heath, Dorset, Poole, BH16 6HX
FCA verified
16th September 2019
We're one of the UK's most highly rates IFA's. Come and see us to find out why we're different.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Equity release
    • Mortgage protection
    • Next home / Remortgaging
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Elizabeth Murley
Mortgage Professional
adviser-person
Richard French
Financial Adviser
adviser-person
Christopher Ryan BA (Hons)
Managing Director
Where to find us

Apex C B Financial Planning Ltd, Jellicoe House, Admiralty Park, Station Road, Holton Heath, Dorset, Poole, BH16 6HX

About us

Apex CB Financial Planning Ltd are experienced Independent Financial Advisers providing holistic financial planning and Wealth Management services in Dorset and South-West Hampshire.

Our services

We always act with trust and integrity, and put your interests first when looking after your money. Building lasting relationships with clients means that we help your money grow as your family grows.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Compliance

The FCA is the independent watchdog that regulates financial services. Apex CB Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA Register number is 507964. You can check this on the FCA’s Register by visiting the FCA’s website www.fca.gov.uk/register or by contacting the FCA on 0845 606 1234

Our permitted business is to provide investment advice and arrange life assurance, pensions, collective investments (e.g. unit trusts, investment trusts and OEICs), individual savings accounts, and general insurance.

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