I Am Navigating Financial Responsibilities:


Middle adulthood brings increased financial responsibilities, including mortgage payments, family expenses, and retirement planning. Financial planning during this stage involves managing competing priorities, optimising investments, and ensuring financial stability for oneself and one’s family.

Mortgage Advice

Life & Critical Illness Insurance

Life Insurance

Increasing Pension Savings

School and University

Making a Will

Get In Touch With Us

If you like what you have seen on our website, the next step is to get in touch, we offer a free initial discussion with no obligation. You can do this face to face, by phone, or on Skype.

It would really help if you could tell us your reason for getting in touch.

Please rest assured that we take your privacy very seriously: We will never share or sell your personal details to anyone without your permission.

Apex CB Financial Planning Ltd, Poole

BH16 6HX, Suite 2, Jellicoe House

Need directions?

View our office directions here

Phone Call

01202 622223

Send Us A Message



Notice: You can not enter where the red marker is, please use any other entrance such as the top of station road.