Call us on 01202 622223 for a no obligation consultation
Call us on 01202 622223 for a no obligation consultation

INDEPENDENT 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

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

Tax planning

At Apex CB Financial Planning we can help you to develop a tax-efficient savings and investment strategy.

Insurance & mortgages

Insurance & mortgages

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.

For new residential lending and re-mortgages, buy-to-let, commercial lending and equity release, talk to our mortgage specialists.

Corporate services

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

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

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 Retirement Investment Solutions February 2021 update

5th February 2021

After strong gains in November and December, global stock markets fell in January with the FTSE 100 and S&P 500 falling 0.79% and 1.46% respectively. This led to small losses in our portfolios of between 0.17% and 0.62%.

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Apex Retirement Investment Solutions - May 2020 update

5th February 2021

Global Stock markets recovered some of last months losses in April, with the FTSE 100 rising 3.9%* and the FTSE 250 rising 9.21%*. This led to gains in the portfolios of between 1.03% and 4.01%.

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Apex Retirement Investment Solutions - November 2020 update

3rd November 2020

Global stock markets fell last month, with the FTSE 100 and S&P 500 falling -4.75% and -2.66% respectively. Gilts and Gold also fell. With most asset classes falling our portfolios fell between -1.42% and -2.50%.

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The latest The Apex CB Financial Daily! https://t.co/QwJ821yb3z Thanks to @MercomIndia @AnnPettifor @petereales #ai #iot
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Apex CB @apexcb
The latest The Apex CB Financial Daily! https://t.co/OwK8BCEOry Thanks to @NewEnergyNexus @stellastafford @KNSKashmir #iot #ai
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Apex CB @apexcb
The latest The Apex CB Financial Daily! https://t.co/NOQ6DdfM6z Thanks to @ErnestoLozanoJ1 @WRIEnergy #iot #ai
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