Discover Your Path to Prosperity
Navigate Your Financial Journey with Dorset’s Leading Independent Experts
Where are you in your financial journey?
I am planning for the future
Explore financial planning options for your future.
I am enjoying retirement
Discover how to make the most of your retirement years.
I am a business owner or professional
Resources for business owners and professionals.
I am Armed Forces (Serving/Retired)
Information for members of the armed forces.
Welcome to Apex CB, Dorset’s leading independent experts in financial guidance. 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. 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.
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 at your side, use our quick access links below to access our resources.
Our Team of Experts
We have an experienced team providing holistic financial advice and Wealth Management services.
Chris Ryan BA (Hons) Dip PFS
Managing Director
David Robinson BA (Hons)
Administrator
Eleanor Hollywood
Administrator
Christopher Hoar BA (Hons)
Financial PlannerParaplanner
Peter Ford
Independent Consultant
Dan Howe
Trainee Paraplanner
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.
Notice: You can not enter where the red marker is, please use any other entrance such as the top of station road.