As Independent Financial Advisers, Apex CB Financial Planning Ltd has access to the full range of regulated financial products and services available in the UK.
Independence means that we operate on a “whole of market” basis with no ties to fund managers, banks or insurance companies. We are answerable only to you, our client, and to our regulator the Financial Services Authority.
Unlike most banks we are not Tied Agents who can only offer products from the company they represent. We are not set targets for selling products, we are dedicated to delivering a quality service.
This means that we are able to give you impartial advice and recommend the most appropriate solutions for you, so that you will enjoy choice, value for money and our high-quality service.
As and when necessary, we shall also be pleased to introduce you to the services of other professionals such as Solicitors, Accountants and Stockbrokers.
In summary, as an Independent Financial Adviser we can offer you:
- Unbiased advice from the whole of the market
- Solutions based on a wider industry and technical knowledge
- Relationships with other professional advisers for a holistic approach
- Product selection through technology-based research systems
- An ongoing relationship with someone who understands your needs and aspirations
- Clear service propositions to look after your finances
- Advice based on meeting your needs, not selling you products to meet targets
- The choice between paying for advice through fees or product charges (commission)
Independence really does matter
Why not get in touch to find out about how we can help you.
