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
Apex CB Financial Planning is an Independent Financial Adviser based in Poole, Dorset.
We have a highly experienced team providing holistic financial planning and Wealth Management services 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, 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
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.
Pension 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.
read moreApex's Liz Murley is working with the Equity Release Council
3rd December 2018
Apex's Liz Murley has been asked to join an important project by the Equity Release Council (ERC) which will benefit our clients in Poole and across the region.
read moreBrexit 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