Apex Cb Financial Planning Ltd
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Mortgages
- Buy to let
- Equity release
- Mortgage protection
- Next home / Remortgaging
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Tax & trust planning
- Estate planning
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Business
- Employee benefits
- Group pensions
- Group protection
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Long Term Care
- Long term care
Apex C B Financial Planning Ltd, Jellicoe House, Admiralty Park, Station Road, Holton Heath, Dorset, Poole, BH16 6HX
Apex CB Financial Planning Ltd are experienced Independent Financial Advisers providing holistic financial planning and Wealth Management services in Dorset and South-West Hampshire.
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.
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