Discover Your Path to Prosperity
Need an IFA in Poole or Dorset? Navigate Your Financial Journey with Dorset’s Leading Independent Experts
Where are you in your financial journey? Select an option to see how our independent financial advice in Dorset can help you.
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Brian Cookson
Chris of Apex CB has looked after pension planning for a number of years now. I have always been impressed by his friendly care and guidance. His explanations of the many complexities involved has been a great help. I’m fully confident that all is in completely safe hands. Brian Cookson
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Caroline Vodden
Apex CB continues to keep my finances on track and help deliver favourable returns in a challenging financial market. With their comprehensive service I get a full review every year with a personal financial adviser who is able to answer any questions. I have no hesitation in recommending Apex CB to my family and friends.
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ELSPETH VANGUARD
Chris guided us through our relative inexperience with financial matters in a way that was clear but not patronising. No question was too stupid. He allayed our fears and gave us a clear plan based on our own willingness to take risk and future needs.
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A Ya
Thanks to Chris’s amazing financial management I was able to retire as Inclusion Manager at Shaftesbury School in 2014. I joined a conservation group in Indonesia for a few months, then picked up teaching for 2 days a week during Covid. I am again retired and off to Galapagos and Ecuador for a month. Thank you Chris for all your advice. I will send you a postcard.
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Brian Rous
A valuable service! All the staff are helpful, very professional and approachable. Would highly recommend this companies services.
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A Watson
Apex CB Financial Planning has provided excellent service over many years
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Mike Watson
Chris & the Apex CB team have provided help & financial advice to myself For many years. Always polite & courteous & nothing is too much for them. Their services have never been more appreciated than as of now. So if you are in need of financial planning & advice make that phone call to them, yo won’t regret it. Highly recommended. 4
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Marilyn Benstead
We have been with this Company for a number of years and have received very good service and sound financial advice and guidance. We would have no hesitation in recommending Apex CB Financial Planning Ltd.
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Joyce Badham
I am delighted with my dealings with Apex. Everything his always explained in terms that even I can understand and I am never made to feel that I am asking a stupid question. Any communications are always answered very quickly.
The leading IFA for Poole & Dorset
Welcome to Apex CB, financial advisors near Poole, and Dorset’s leading IFA. With a proven track record of success, we offer personalised service and a genuine commitment to your financial well-being.
Our “whole of market” status means that we have access to the full range of regulated financial products and services. We truly are independent financial advisors in Dorset and Poole. You can be assured that we will always put your interests first when looking after your money.
We offer investment advice to Poole, Bournemouth, Dorset, and South Hampshire clients. We can offer home visits, or meetings at our office at Holton Heath.
Resources
At Apex CB we understand that every financial journey is unique. Whether you’re charting a course for future milestones, safeguarding your legacy, igniting entrepreneurial growth, or navigating the challenges of dedicated service, our resources cater to every nuance.
Harness the power of informed decision-making with Apex CB, a Dorset financial advisor at your side – use our quick access links below to access our resources.
Our Team of Experts
We have an experienced team of independent financial planners and advisors who can provide holistic financial advice and Wealth Management services.
Chris Ryan BA (Hons) Dip PFS
Financial PlannerManaging Director
David Robinson BA (Hons)
Administrator
Christopher Hoar BA (Hons)
Financial Planner
Jack Ryan
Trainee Paraplanner
Dan Howe
Paraplanner
Natalia Chmielewska
Administrator
Get In Touch With Us
If you like what you have seen on our website, the next step is to get in touch, we offer a free initial discussion with no obligation. You can do this face to face, by phone, or on Skype.
It would really help if you could tell us your reason for getting in touch.
Please rest assured that we take your privacy very seriously: We will never share or sell your personal details to anyone without your permission. We are an IFA in Poole.
Notice: You can not enter where the red marker is, please use any other entrance such as the top of station road.