Apex CB Financial Planning is an Independent Financial Adviser (IFA) based in Holton Heath, between Poole and Wareham in Dorset. We provide advice to individuals and businesses in Dorset and South Hampshire.
We have a highly experienced team providing a wide range of financial planning and wealth management services. Being independent gives us access to the full range of regulated financial products and services, so whether you are looking for advice on pensions, savings or other investment products, mortgages, insurance or equity release, we can help you.
We always put your interests first when looking after your money, and aim to deliver an outstanding service. We encourage our clients to leave us feedback, so please take a look at our testimonials and reviews.
We are authorised and regulated by the Financial Conduct Authority, and you can find us on the register here.