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

18th February 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

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Tax & trust planning
- Estate planning
- Taxation planning
Long term care
- Long term care
Mortgages
- Buy to let
- Equity release
- Mortgage protection
- Remortgage
- Residential

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Elizabeth Murley

Mortgage Professional

Richard French

Financial Adviser

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 is a highly experienced Independent Financial Adviser providing holistic financial planning and Wealth Management services

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.

Compliance

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

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.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Tax & trust planning
- Estate planning
- Taxation planning
Long term care
- Long term care
Mortgages
- Buy to let
- Equity release
- Mortgage protection
- Remortgage
- Residential

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£50,000

Minimum mortgage value

£250,000

Compliance

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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