Suite 2 Jellicoe House, Station Rd, Holton Heath, Poole BH16 6HX
Client log-in
  • Home
  • About You
    • I am planning for the future
    • I am enjoying retirement
    • I am a business owner or professional
    • I am in the Armed Forces, or was previously in the Armed Forces
  • About Us
    • Meet the Team
    • Our Charges
    • Why use a Financial Adviser
    • Contact Us
  • Resources
    • Videos
    • Blogs
    • Guides
    • News
    • Financial Glossary
Apex CB -

01202 622223

Guides

Guide: Everything you need to know about the State Pension

15 October 2025

Having a stable income when you retire could give you the independence to enjoy a meaningful and fulfilling life after work. Indeed, a…

Read More

Guide: Revealed: The value of financial planning

7 August 2025

Financial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want. When you think…

Read More

The compounding effect: How it could boost or harm your finances

6 May 2025

When a 1920s ad referred to compound interest as “the eighth wonder of the world”, the quote was left unattributed. But that didn’t…

Read More

We are an Independent Financial Adviser based near Poole, Dorset, providing independent financial advice to companies and individuals.

Information

Videos
Blogs
News
Contact

Contact us

Suite 2 Jellicoe House, Station Rd, Holton Heath, Poole BH16 6HX
01202 622223
info@apexcb.com

Work Hours

8:30 AM – 5:00 PM , Monday – Thursday
8:30 AM – 1:00 PM, Friday
Contact Us Today

Please note that all the information provided in this website is for UK residents only. The information provided should not be construed as advice. Apex CB Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. FCA registration no 507964. Registered in England company no. 0508293.

Copyright © 2025. All rights reserved.

Data Protection Policy
Privacy and Cookies Policy