INDEPENDENT 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.
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.
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 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.
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.
Keeping you up to date with the latest from Apex CB and financial news that may affect you.
4th March 2019
Our world could change for the better if these managers are willing to invest using ESG principlesread more
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 more
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 more