Call us on 01202 622223 for a no obligation consultation
Call us on 01202 622223 for a no obligation consultation

About Apex CB Financial Planning

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.

To find out how we could help you please call 01202 622223 or complete our contact form to request an appointment to discuss your needs – free of charge and with no obligation.

We are authorised and regulated by the Financial Conduct Authority, and you can find us on the register here.

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.

read more
Tax planning

Tax planning

At Apex CB Financial Planning we can help you to develop a tax-efficient savings and investment strategy.

read more
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.

read more
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.

read more
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.

read more
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.

read more
This website uses cookies. By continuing to browse this site, you accept this policy. Read more