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

Apex CB Financial Planning is an Independent Financial Adviser based in Poole, Dorset.

At Apex CB Financial Planning we have a small but highly experienced team that provides holistic financial planning and Wealth Management services to personal and corporate clients in Poole and Bournemouth, and Dorset and South Hampshire.

We always act with trust and integrity, and our independent status means that we have access to the full range of regulated financial products and services that are currently available, so you can be assured that we will always put your interests first when looking after your money.

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.

Savings & investments

Savings & investments

Whether you want to find the best ways to make your savings grow or if you’re planning for your retirement, whatever your circumstances we can provide specialist advice and a ‘whole of market’ approach to help you to select the most suitable products.

Tax planning

Tax planning

Most people face 3 main taxes in their life: Income Tax, Capital Gains Tax, and Inheritance Tax. 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 hundreds of retired and serving members of the armed forces in Dorset and Hampshire to plan for their financial future, including serving and retired Royal Marines, SBS, Army and Royal Air Force personnel.

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.

Brexit could add 7% (£130bn) to the UK economy

8th October 2018

A group of leading economists and business leaders have published a paper that demonstrates that Brexit could be very good indeed for the UK economy.

read more

New HMRC Trust Register - what you need to do as a trustee

9th March 2018

If you are a Trustee a new rule means that you may have to complete the new online HMRC trust register.

read more

Employee benefits: An unnecessary expense or good business sense?

8th March 2018

With the costs of staff churn weighing heavily on many businesses, an increasing number of employers are turning to enhanced employee benefits packages to retain their workforce.

read more
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The latest The Apex CB Financial Daily! https://t.co/cedKoGzXnC Thanks to @whitedragonPR @MoneyObserver #equityrelease #pensions
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Apex CB @apexcb
The latest The Apex CB Financial Daily! https://t.co/ZA8sBkwuSp Thanks to @Dorsetecho #ai #machinelearning
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Apex CB @apexcb
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