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.

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

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

Tax planning

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 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

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.

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

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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.

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Apex'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.

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The latest The Apex CB Financial Daily! https://t.co/IEYCIKt7ZD #gameofthrones #gdpr
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Apex CB @apexcb
The latest The Apex CB Financial Daily! https://t.co/wakzwdAQs5 Thanks to @UKCareGuide #gdpr #dataprotection
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