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
10th June 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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Estate planning
    • Taxation planning
    • Long term care
    • Buy to let
    • Equity release
    • Mortgage protection
    • Remortgage
    • Residential
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.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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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