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

How we work

Financial planning couldn’t be easier with Apex CB Financial Planning. We help you to achieve your financial goals.

Financial planning review

The start of the process is a thorough financial review, where we will discuss your current situation and what you want to achieve in life. This is at our expense and without obligation.

We will make you aware of our charging structure prior to any work being undertaken.

Modelling your goals

The next step is to build your personal financial plan. Using the latest Cashflow Modelling software the adviser and researcher will consider your needs and create solutions. Building the Model helps you to understand how you will progress towards your goals.

 

Presenting the solutions

At the next meeting we will discuss our research and present our recommendations. We will explain how they help you to meet your needs and goals. 

When you are ready to proceed, we will help you to complete the paperwork and set up your personal client website.

Our team complete a thorough check and track it through to completion and acceptance. 

  • The initial consultation meeting is at our expense and you are under no obligation to proceed further
  • We will be open and transparent about our costs
  • Our aim is to keep you informed through the process
  • We will only move forward when you are ready to

Keeping on track

We recommend regular (ideally annual) financial reviews. This helps to ensure that your financial plans continue to meet your needs, and to assess progress towards your financial goals. 

All the administration of your financial plans is dealt with by our team, and we keep you informed of any changes or important developments.

You will receive valuations and analysis, and we offer review meetings to keep your planning on track.

You can read our full terms of business here.

To find out how we could help you please call 01202 622223 or complete our contact form.

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