ONE OF DORSET’S LEADING INDEPENDENT FINANCIAL ADVISERS
providing independent financial planning across the region since 2004
find out more
ONE OF DORSET’S LEADING INDEPENDENT FINANCIAL ADVISERS
providing independent financial planning across the region since 2004
find out moreINDEPENDENT FINANCIAL ADVICE IN DORSET
Welcome to Apex CB Financial Planning. We provide Independent financial advice in Dorset. We are based in Holton Heath, near Poole, Dorset.
We have an experienced team providing holistic financial advice and Wealth Management services. You can find out more about how we work and our range of services using these links.
Acting with trust and integrity in central to our core values when dealing with you. Finding a financial advisor that you can trust can be difficult. You will see that we have great reviews, so you can be sure that we are as good as our word.
Our “whole of market” status means that we have access to the full range of regulated financial products and services. So, you can be assured that we will always put your interests first when looking after your money.
We cover Poole and Bournemouth, and Dorset and South Hampshire, and can offer home visits, or meetings at our office at Holton Heath. If you need disabled access we can help, and have ample free parking, so please let us know if you need any extra assistance.
To find out how we could help you please call on 01202 622223 or complete our contact form to request an appointment – free of charge and with no obligation.
We look forward to welcoming you, and hope that you will become one of our many clients who have enjoyed many years of great service. If you haven’t done so already please read our Testimonials and online reviews.
Saving & retirement services
Whether you want to find the best ways to make your savings grow or if you’re planning for your retirement, we provide specialist advice and a ‘whole of market’ approach to help you to select the most suitable products.
Tax planning
At Apex CB Financial Planning we can help you to develop a tax-efficient savings and investment strategy.
Health, Life & Critical Illness Insurance
We can help you to find the right insurance products for your needs, so you'll be fully covered if the worst were to happen.
Corporate services
Corporate financial planning services that add real value to your business, whether protecting it from unexpected events, tax efficient strategies for investing surplus profit, or advice on maximising the revenue from business exit strategies, sales or acquisitions.
HM Armed Forces
At Apex CB Financial Planning we understand service life and the issues and challenges that you face. We have helped many serving and retired members of HM forces to plan for their financial future, including Royal Marines, SBS, Army and RAF personnel. Confidentially is our strength.
Invest online
Managing your ISA couldn’t be easier than with the Apex CB ISA Portal, which allows you to manage your investments at the touch of a button.
latest news
Keeping you up to date with the latest from Apex CB and financial news that may affect you.
Apex CB proudly sponsors a room for Helping Homeless Veterans
28th April 2023
Helping Homeless Veterans is a volunteer-led local charity that helps our ex-forces personnel who have found themselves homeless for any reason. Their aim is to house them, find them work and emotionally support them in their journey back into society, and they have done so with great success.
The latest step is completion of the ‘Talbot Mews’ project, which officially opened on 25th March 2023. ‘The Talbot Mews’ project is the creation of six en-suite flatlets to be used as temporary accommodation for veterans who find themselves homeless, saving the charity the cost of hotel accommodation.
We have sponsored one of six rooms, and you can find out more by clicking here.
Apex Retirement Investment Solutions - September update
7th September 2022
Global stock markets fell over the month, with the FTSE 100 Euro Stoxx and S&P 500 losing 1.06% and 4.08% respectively. Our portfolios grew by up to 0.11%.
read moreWe're supporting Helping Homeless Veterans UK charity
5th September 2022
Apex CB is working to raise funds for Helping Homeless Veterans UK, an entirely volunteer-powered charity that has found permanent homes and jobs for over 300 armed forces veterans.
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