Apex CB Financial Planning is an Independent Financial Adviser based in Poole, Dorset.

At Apex CB Financial Planning we have a small but highly experienced team that provides holistic financial planning and Wealth Management services to personal and corporate clients in Poole and Bournemouth, and Dorset and South Hampshire.

We always act with trust and integrity, and our independent status means that we have access to the full range of regulated financial products and services that are currently available, so you can be assured that we will always put your interests first when looking after your money.

We aim to deliver an outstanding service and encourage our clients to leave us feedback so that we can continuously improve. Please take a look at our testimonials to see what our clients have said about us.

To find out how we could help you please call on 01202 622223 or complete our contact form to request an appointment - free of charge and with no obligation.

Please note that all the information provided in this website is for UK residents only. The information provided should not be construed as advice.