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 rad 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.
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 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.
New financial planning topic videos added to our website
1st May 2019
We have been working with Independent Check Ltd to add “explainer” financial planning topic videos to our website. We find that clients sometimes struggle to get to grips with complex financial topics, and in many cases videos get the message across better than lengthy text descriptions. Initially we have covered 5 topics, and more will be added in time.
Videos help explain ideas by using different perspectives. Not only do you hear the description, but also see a visual explanation too. It’s like someone drawing a picture to help you understand. They also allow us to give you examples of how the subject relates to you. If a single picture is worth a thousand words, animated pictures are worth a whole lot more!
You can see the links to our videos here:
- Equity release – how it works and what are your options?
- Life assurance – how it provides security through life
- Cashflow planning – how forecasting your future help you plan and meet your goals
- The Residential Nil Rate band – a complex piece of legislation simplified!
- Pension freedoms – helping you understand the benefits and risks of accessing your pension flexibly
Our mortgage expert, Liz Murley, has been working with the Equity Release Council to develop the Equity Release video. You can read more about her work in this project here.
We hope you enjoy the videos and find them interesting and enjoyable. Please do leave us comments on our YouTube channel.
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Chris discusses financial services for all and ESG investing
4th March 2019
Our world could change for the better if these managers are willing to invest using ESG principles
read morePension cold-calls banned
10th January 2019
Since 9th January 2019, companies are banned from making unsolicited cold calls to sell pension advice. Potential fines of £500,000 will be levied on persistent offenders.
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