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) DipPFS
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.
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 Equity Release Specialist, qualified to provide advice on all aspects of residential and commercial lending.
Richard French BSc
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.
David Robinson BA (Hons)
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)
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.
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.