Tel: 01202 622223 | Client login | Terms of business
Independent Financial Advice in Dorset: Apex CB Financial Planning

Apex CB Financial Planning Ltd is a highly experienced Independent Financial Adviser providing holistic financial planning and Wealth Management services to personal and corporate clients in the UK. Based in Lytchett Minster near Poole, we provide financial advice throughout Dorset and South Hampshire.

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Getting to know us is easy – simply call on 01202 622223 or Contact us via email and ask for an appointment - free of charge and no obligation

Helping you to manage your finances efficiently and effectively

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


We serve the following areas: Abbotsbury Blandford Forum Bournemouth Bridport Canford Cliffs Child Okeford Christchurch Dorchester Ferndown Gillingham Lyme Regis Okeford Fitzpaine Poole Portland Shaftesbury Sherborne Shillingstone Sturminster Newton Swanage Tarrant Crawford Verwood Wareham West Moors Weymouth Wimborne Wool



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Apex CB Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. FCA registration no 507964. Registered in England company no. 05082939
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