We are an Financial Adviser based near Poole, Dorset, providing independent financial advice to companies and individuals.
As an Independent Financial Adviser we have access to the full range of UK financial products and services. So, whether you are looking for advice on pensions, investing, savings, life or health insurance we can help you.
Above all, we’re a friendly team. Our goal is to deliver a truly great service and experience, so you will recommend us to your family and friends.
We have great feedback on Google, Freeindex and Trustpilot. Please take a look at our testimonials page too.
Most of our new work comes from recommendations from our existing clients. Well-respected local solicitors and accountants recommend us to their clients too.
We are also the only financial adviser in Dorset who are accredited to advise the Armed Forces through our affiliation with SIIAP, and you can find out more on our Armed Forces page.
At Apex CB, we offer a range of financial services to help our clients in Poole, Dorset achieve their goals. These services include:
Investment planning advice
Our financial advisers will work with you to determine the best investment strategy for your needs, taking into account your risk tolerance, financial goals, and time horizon. We will help you diversify your portfolio and make informed investment decisions.
Retirement goals advice
It’s never too early to start planning for retirement. Our team can help you determine how much you need to save, the best accounts to use, and the most effective investment strategies to ensure a comfortable retirement.
Tax optimsation
Our expertise will help you structure your finances to ensure that you are paying the minimum amount of tax required by law. We will also help you take advantage of any tax credits or deductions that you may be eligible for.
To find out how we could help you please call 01202 622223 or complete our contact form to request an appointment to discuss your needs – free of charge and with no obligation.
The Financial Conduct Authority authorise and regulate our work, and you can find us on the register here.
So if your are looking for Independent Financial Advice in Dorset why not give us a call?