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Corporate Services

At Apex CB Financial Planning we offer a comprehensive corporate financial planning service that can add value at each stage in the lifecycle of the business.

We can help you to protect the business owners and shareholders against unexpected events, provide advice and strategies for sheltering the company’s profits from Corporation Tax and Capital Gains Tax, advise you on the best vehicles for investing surplus profits or tax efficient ways to take money out of the business.

We also provide support with longer term planning and corporate pension schemes for Directors and employees, advice on business exit strategies and maximising the revenue from the sale of your business.

Tax Planning

In conjunction with our specialist taxation partners and your Accountant we are able to help companies to reduce their corporation tax liabilities and set up highly tax efficient remuneration schemes for senior management.

Corporate Pension Schemes

We can help you to set up and administer an Auto Enrollment pension, or set up Directors’ tax planning.

Corporate Investment Advice

We help businesses overcome the poor returns achieved on cash savings without tying the money up in property.

Business Protection Insurance

Many business owners put more planning into their personal and family lives than their businesses, leaving too many things to chance. At Apex CB we can help you to ensure that your business is comprehensively protected against a wide range of risks, using products such as Share Protection, Key Person Protection and Business Loan Protection.

Find out more by clicking the links above or contact us to speak to one of our highly experienced Financial Advisors.


“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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