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Meet the Team

Chris Ryan BA (Hons) DipPFS

A Senior Financial Adviser with 25 years experience, Chris is also the Managing Director, specialising in Wealth and Pensions management.

Chris is qualified to Level 4 Diploma standard, as well as achieving specialist qualifications in Equity Release, Home Reversion Plans and Long Term Care fees planning. This means that when you speak to Chris you know that you have access to the latest information about all of the financial solutions on offer.


Elizabeth Murley

Liz joined the team in February 2017 as a mortgage specialist, having worked for over 20 years in residential and commercial lending for major High Street banks and building societies.Liz is our Mortgage Specialist who is qualified to provide advice on residential, commercial, buy to let and equity release.



Richard French BSc

Richard French graduated from Sussex University with a degree in Chemistry, then went on to spend 12 years at J.P. Morgan as a Project Manager. Having achieved the Level 4 Diploma for Financial Advisers through private study, Richard joined the firm in September 2015 to train as a paraplanner and learn the skills to go forward to advising clients.



David Robinson BA (Hons)

David joined the team in 2013 to provide administration support. Having graduated in Law at Manchester University David gained many years experience in financial services in the UK and overseas. David’s expertise is in providing our clients with accurate and timely information about their financial plans, as well as managing the company systems and procedures.

When you need to know about your current plans contact David.


Christopher Hoar BA (Hons)

With his BA (Hons) in Business Studies with Human Resources Management, Chris’ transition into financial advice administration was a natural move. Chris joined us in September 2017 and is developing his new role with enthusiasm, and has become a valuable member of the team.



Rachel Goulden

Rachel joined Apex CB as trainee administrator in December 2017 to provide support for the administration and mortgage advice team. She is currently studying Accountancy at Weymouth College, and aims to move into a full time position in financial administration.


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“As a serving Royal Marine a former work colleague introduced me to Apex CB Financial Planning Ltd a couple of years ago. Since the introduction I have used Apex CB …

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“My wife and I have used Chris for a considerable number of years to provide financial expertise which has been extremely accurate, trustworthy and useful in our financial planning. I …

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“Chris has consistently added value to the client relationship when I have introduced him. He has a good manner with the clients, reassuring the nervous and speaking on equal terms …

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“I have been using Apex CB financial planning for a number of years now and have always been impressed with the service provided and the recommendations made. One specific example …

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“It is always reassuring and comforting to receive comprehensive and professional advice regarding ones savings and investing plans for the future. These sentiments have been developed during my association with …

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“I completed my service with the Royal Navy in 2009 and was in receipt of my end of services gratuity and pension. Chris was recommended as a financial adviser with …

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“Chris Ryan has advised me over the years on various financial aspects, I have found his knowledge on investments, pensions and other financial matter to be very customer focused. His …

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"My wife and I have enjoyed the financial expertise of Chris Ryan for the last ten years. We have found Chris to be a thoroughly professional advisor who takes pride …

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"I cannot praise Apex CB highly enough. Our investment was modest but with continued guidance and complete trust in Chris Ryan and his team has meant that as a widow …

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"As to your part in the LTM process, Liz, it was very professional, very friendly and went without any noticeable hitch. My few minor questions were answered fairly and where …

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