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Our Partners

We have worked with a number of other organisations who we consider have provided a high standard of service to clients and are
of a like mind.

Gillian Linford Law

We have worked with Gillian Linford for over 10 years. Gillian specialises in estate preservation including Wills, Trusts, Probate and care fees planning, predominantly in the elderly client market. Gillian is highly knowledgeable and focussed on delivering a high standard of service to her clients.

Business Improvement Associates

John at Business Improvement Associates has helped us with recruitment and strategic business planning. His experience in managing and marketing in business is second to none, and he started by helping us understand our current position and profile, identify where we want to go and build a plan to achieve this.

Professional Relative Service

Liz Murley of Professional Relative Service provides assistance for individuals and families requiring day to day help with day to day money matters, or life changing events such as bereavement or moving into care. She is a highly professional and knowledgeable person providing a unique and personalised service

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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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