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

We are an Independent Financial Adviser near Poole, Dorset. We provide financial advice to people and companies in Dorset and South Hampshire.

As an Independent Financial Adviser we have access to the full range of UK 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.

Above all, we’re a friendly team. Our goal is to deliver a truly great service and experience, so you will recommend us to your family and friends.

We have great feedback on Google, Freeindex and Trustpilot. Please take a look at our testimonials page too.

Most of our new work comes from recommendations from our existing clients. Well-respected local solicitors and accountants recommend us to their clients too.

We are also the only financial adviser in Dorset who are accredited to advise the Armed Forces through our affiliation with SIIAP, and you can find out more on our Armed Forces page.

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.

The Financial Conduct Authority authorise and regulate our work, and you can find us on the register here.

So if your are looking for an Independent Financial Adviser near Poole Dorset why not give us a call?

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