Watch our latest video: Managing Your Finances in a Crisis


Managing your finances in a crisis takes determination. It’s easy to be distracted by all the bad news and lose focus on your goals. Good advice during difficult times can make all the difference to your financial health. We can check that the risk level of investments is correct, or assess whether additional funding is needed. Sometimes you might just need a little reassurance.

Your IFA is most useful during difficult times. We can help you prepare for redundancy and access State help. You may need to look at insurance options in case the worst should happen. Our planning tools can help you to understand your budget and visualise your future.

Our latest explainer video, Managing Your Finances in a Crisis, explains why you should take a long-term view with your savings and investments as well as the steps you can take now to mitigate the effects of any short-term financial storms.

For impartial advice about your savings and investments, call Apex CB Financial Planning today on 01202 622223 or get in touch using our contact form.

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