Our team at Apex CB Financial Planning is knowledgeable, experienced and highly qualified. We have a range of skills so that we can look after your needs. This means that we go the extra mile to ensure that you get the best advice and have a great experience.
Chris Ryan BA (Hons) Dip PFS, Managing Director
A Senior Financial Adviser and Managing Director with 25 years experience. Chris is qualified to Level 4 Diploma standard, with specialist qualifications in Trusts and Estate Planning, and Long Term Care. He provides financial solutions for retired clients focusing on trusts, investing and later life needs.
Richard French BSc, Financial Planner
Richard French graduated from Sussex University with a degree in Chemistry, then spent 12 years at J.P. Morgan. Having achieved the Level 4 Diploma for Financial Advisers through private study, Richard joined the firm in September 2015, initially as a paraplanner. He is now a fully qualified IFA and Pension Transfer Specialist.
Simone Roberts, Financial Planner
With over 13 years experience in the financial services industry, Simone joined the team in October 2020 as a Financial Planner. Simone is qualified to Level 4 Diploma standard, with specialist qualifications in Mortgages and Equity Release. Simone is able to provide holistic financial advice and enjoys assisting clients through the maze of financial planning to provide peace of mind.
David Robinson BA (Hons), Administrator
David joined the team in 2013 to provide administration support, having graduated in Law at Manchester University. He then 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, and managing our systems and procedures.
Christopher Hoar BA (Hons), Paraplanner
With his BA (Hons) in Business Studies with Human Resources Management, Chris’ transition into financial advice administration was a natural move. He joined us in September 2017 and has become a valuable member of the administration team. Chris is training in paraplanning to support the advice team.
Melissa Knott, Trainee Paraplanner
Melissa is studying a degree in Accountancy and Finance at Bournemouth University. She has joined the firm as a Trainee Paraplanner working alongside Chris Hoar for her placement year. In September Melissa will return to finish her course.
Rachel Goulden, Administrator
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 developing her skills as a financial administrator.
Please get in touch using our contact form or telephone 01202 622223.