Suite 2 Jellicoe House, Station Rd, Holton Heath, Poole BH16 6HX

Need an IFA in Poole or Dorset? Independent advice for the financial decisions that really matter

Retirement planning • Investing a lump sum • Inheritance tax & estate planning

Where are you in your financial journey? Select an option to see how our independent financial advice in Dorset can help you.

I am planning for the future

Explore financial planning options for your future.

I am enjoying retirement

Inheritance Tax and investment planning in later 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.

      
   Apex CB Financial Planning Ltd
   47 Google reviews 
  Write a review 
  
 
 
   
 
 
       Posted on Google  
   
   Brian Cookson 
 
 
 
  Chris of Apex CB has looked after pension planning for a number of years now.  I have always been impressed by his friendly care and guidance.   His explanations of the many complexities involved has been a great help.  I'm fully confident that all is in completely safe hands. Brian Cookson
  
 
      Posted on Google  
   
   Caroline Vodden 
 
 
 
  Apex CB continues to keep my finances on track and help deliver favourable returns in a challenging financial market.  With their comprehensive service I get a full review every year with a personal financial adviser who is able to answer any questions.  I have no  hesitation in recommending Apex CB to my family and friends.
  
 
      Posted on Google  
   
   ELSPETH VANGUARD 
 
 
 
  Chris guided us through our relative inexperience with financial matters in a way that was clear but not patronising. No question was too stupid. He allayed our fears and gave us a clear plan based on our own willingness to take risk and future needs.
  
 
      Posted on Google  
   
   A Ya 
 
 
 
  Thanks to Chris's amazing financial management I was able to retire as Inclusion Manager at Shaftesbury School in 2014. I joined a conservation group in Indonesia for a few months, then picked up teaching for 2 days a week during Covid. I am again retired and off to Galapagos and Ecuador for a month. Thank you Chris for all your advice. I will send you a postcard.
  
 
      Posted on Google  
   
   Brian Rous 
 
 
 
  A valuable service! All the staff are helpful, very professional and approachable. Would highly recommend this companies services.
  
 
      Posted on Google  
   
   A Watson 
 
 
 
  Apex CB Financial Planning has provided excellent service over many years
  
 
      Posted on Google  
   
   Mike Watson 
 
 
 
  Chris & the Apex CB team have provided help & financial advice to myself For many years. Always polite & courteous & nothing is too much for them. Their services have never been more appreciated than as of now. So if you are in need of financial planning & advice make that phone call to them, yo won’t regret it. Highly recommended. 4
  
 
      Posted on Google  
   
   Marilyn Benstead 
 
 
 
  We have been with this Company for a number of years and have received very good service and sound financial advice and guidance. We would have no hesitation in recommending Apex CB Financial Planning Ltd.
  
 
      Posted on Google  
   
   Joyce Badham 
 
 
 
  I am delighted with my dealings with Apex. Everything his always explained in terms that even I can understand and I am never made to feel that I am asking a stupid question. Any communications are always answered very quickly.

The leading IFA for Poole & Dorset

Welcome to Apex CB Financial Planning, independent financial advisers near Poole, serving clients across Dorset and throughout the UK.

With 30 years’ experience, we provide independent, fee-based financial advice tailored to your circumstances, priorities and long-term goals. Our whole-of-market approach gives us access to a wide range of regulated financial products and services, allowing us to recommend solutions based on what is right for you.

From our offices at Holton Heath, near Poole, we offer convenient video meetings to clients throughout the UK. For clients in Poole, Bournemouth, Dorset and South Hampshire, we can also arrange meetings at our office or in the comfort of your own home.

Whatever stage of life you have reached, you can expect personal service, clear advice and a genuine commitment to your financial wellbeing.

About Us

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.

Lump sum investment advice and pension savings and withdrawal strategies

Wealth preservation and Inheritance Tax planning

Business financing and tax optimization

Dynamic career shifts and specialized financial advice.

Harness the power of informed decision-making with Apex CB, a Dorset financial advisor at your side – use our quick access links below to access our resources.

Our Team of Experts

We have an experienced team of independent financial planners and advisors who can provide holistic financial advice and Wealth Management services.

Chris Ryan BA (Hons) Dip PFS

Financial Planner
Managing Director

David Robinson BA (Hons)

Administrator

Christopher Hoar BA (Hons)

Financial Planner

Jack Ryan

Trainee Paraplanner

Dan Howe

Paraplanner

Natalia Chmielewska

Administrator

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. We are an IFA in Poole.