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Helping you plan, hand in hand.

Apex CB Financial Planning Ltd are independent financial advisers based in Weymouth, Dorset.

We are authorised to deal with many forms of financial services, and specialise in giving advice to clients on a wide range of subjects to assist with personal and corporate financial planning.

Our specialisation is Investment advice for elderly and high net worth clients. Consequently we work closely with a number of legal and accountancy practices to ensure clients’ needs are met.