At Apex CB Financial Planning we have a knowledgeable, experienced and highly qualified team dedicated to providing impartial advice to help you find the best financial products based on your circumstances and needs.
They go they extra mile to ensure that choosing, setting up and managing the products that we offer, from pensions and investment products, to insurance, mortgages and equity release, is a hassle-free experience.
Chris Ryan BA (Hons) DipPFS
A Senior Financial Adviser with 25 years experience, Chris is also the Managing Director, specialising in Wealth and Pensions management.
Chris is qualified to Level 4 Diploma standard, as well as achieving specialist qualifications in Equity Release, Home Reversion Plans and Long Term Care fees planning. This means that when you speak to Chris you know that you have access to the latest information about all of the financial solutions on offer.
Liz joined the team in February 2017 as a mortgage specialist, having worked for over 20 years in residential and commercial lending for major High Street banks and building societies .Liz is our Mortgage Specialist who is qualified to provide advice on residential, commercial, buy to let and equity release.
Richard French BSc
Richard French graduated from Sussex University with a degree in Chemistry, then went on to spend 12 years at J.P. Morgan as a Project Manager. Having achieved the Level 4 Diploma for Financial Advisers through private study, Richard joined the firm in September 2015 to train as a paraplanner and is now a fully qualified IFA and Pension Transfer Specialist.
David Robinson BA (Hons)
David joined the team in 2013 to provide administration support. Having graduated in Law at Manchester University David gained many years experience in financial services in the UK and overseas. David’s expertise is in providing our clients with accurate and timely information about their financial plans, as well as managing the company systems and procedures.
When you need to know about your current plans contact David.
Christopher Hoar BA (Hons)
With his BA (Hons) in Business Studies with Human Resources Management, Chris’ transition into financial advice administration was a natural move. Chris joined us in September 2017 and is developing his new role with enthusiasm, and has become a valuable member of the administration team.
Rachel joined Apex CB as trainee administrator in December 2017 to provide support for the administration and mortgage advice team. She has recently passed her ACCA Level 4 Accountancy qualification at Weymouth College, and is moving into a full time position in financial administration.