Call us on 01202 622223 for a no obligation consultation

YOUR LOCAL EXPERTS IN EQUITY RELEASE

At Apex CB Financial Planning we’re one of Dorset’s leading independent financial advisers and experts in equity release.

Because we’re independent, we have access to a wide range of products from all the leading equity release providers, so we can help you find the very best deal and help you to understand all the options.

Use our instant equity release calculator to see how much equity you could release from your property, or call us on 01202 622223.

There’s no obligation and no upfront fees*.

EQUITY RELEASE CALCULATOR

See how much equity you could release from your home

£

This is an indicative figure only and your eligibility and the amount you could borrow will depend on your personal circumstances.






To find out more, or for a personal illustration based upon your individual circumstances, please choose your preferred contact method. It’s FREE and there’s no obligation.

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Alternatively, call us on 01202 622223.

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EQUITY RELEASE

HOW IT WORKS

Available to home owners aged 55 or over, equity release products offer a safe and flexible way to release equity from your home whilst still retaining ownership.

You can choose how much equity you wish to release, leaving value in your property to pass on as inheritance. Equity release roducts can also be used to for inheritance planning to minimise inheritance tax.

You can choose to make repayments in affordable instalments, or repay in full upon death or if you move in to full time care.

You can release money without selling your home

You can choose to have a lump sum, more income, or a cash reserve to draw on as you please

The money released is tax-free

The ‘no negative equity’ guarantee means that you will never leave a debt to your family

Use our equity release calculator to see how much equity you could release or call us on 01202 622223 to find out more.

APEX CB FINANCIAL PLANNING

THE INDEPENDENT EXPERTS

Based in Poole, at Apex CB Financial Planning we’ve been providing expert financial advice to private and commercial clients across Dorset and Hampshire for over 15 years.

We specialise in equity release and have helped many homeowners to release equity from their home for a wide range of purposes, including:

  • Extra money for a better lifestyle during retirement
  • Home improvements
  • Helping children and grandchildren on to the property ladder
  • Reducing inheritance tax

If you’re a home owner aged 55 or over, why not use our equity release calculator to see how much you could release or call us on 01202 622223 to find out more.