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Apex Cb Financial Planning Ltd

Independent Financial Adviser  Apex C B Financial Planning Ltd, Dorset, Poole, BH16 6HX
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FCA authorised
Last authorised 20th September 2021
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Equity release
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Mortgage protection
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Richard French
Financial Adviser
MRS Elizabeth Murley
Mortgage Professional
MR Christopher Ryan BA (Hons)
Managing Director
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.

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

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

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

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