Discover Your Path to Prosperity
Who are you?
About Us
Welcome to Apex CB, Dorset’s leading independent experts in financial guidance. With a proven track record of success, we offer personalized service and a genuine commitment to your financial well-being. Our “whole of market” status means that we have access to the full range of regulated financial products and services. So, you can be assured that we will always put your interests first when looking after your money. We cover Poole and Bournemouth, and Dorset and South Hampshire, and can offer home visits, or meetings at our office at Holton Heath.
Our Team of Experts
We have an experienced team providing holistic financial advice and Wealth Management services.
Chris Ryan BA (Hons) Dip PFS
Managing Director
Richard French BSc
Financial Planner
David Robinson BA (Hons)
Administrator
Eleanor Hollywood
Administrator
Christopher Hoar BA (Hons)
Paraplanner
Dan Howe
Trainee Paraplanner
Resources
At Apex CB, we understand that every financial journey is unique. Whether you’re charting a course for future milestones, safeguarding your legacy, igniting entrepreneurial growth, or navigating the challenges of dedicated service, our resources cater to every nuance.
Harness the power of informed decision-making with Apex CB at your side, use our quick access links below to access our resources.
Contact Us
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 consultation with no obligation. You can do this face to face, by phone, or on Skype.
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Please rest assured that we take your privacy very seriously: We will never share or sell your personal details to anyone without your permission.