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Call us on 01202 622223 for a no obligation consultation

News & views

1st May 2019

New financial planning topic videos added to our website


We have been working with Independent Check Ltd to add “explainer” financial planning topic videos to our website. We find that clients sometimes struggle to get to grips with complex financial topics, and in many cases videos get the message across better than lengthy text descriptions. Initially we have covered 5 topics, and more will be added in time.

Videos help explain ideas by using different perspectives. Not only do you hear the description, but also see a visual explanation too. It’s like someone drawing a picture to help you understand. They also allow us to give you examples of how the subject relates to you. If a single picture is worth a thousand words, animated pictures are worth a whole lot more!

You can see the links to our videos here:


Our mortgage expert, Liz Murley, has been working  with the Equity Release Council to develop the Equity Release video. You can read more about her work in this project here.

We hope you enjoy the videos and find them interesting and enjoyable. Please do leave us comments on our YouTube channel.


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4th March 2019

Chris discusses financial services for all and ESG investing

Our world could change for the better if these managers are willing to invest using ESG principles

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10th January 2019

Pension cold-calls banned

Since 9th January 2019, companies are banned from making unsolicited cold calls to sell pension advice. Potential fines of £500,000 will be levied on persistent offenders.

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3rd December 2018

Apex's Liz Murley is working with the Equity Release Council

Apex's Liz Murley has been asked to join an important project by the Equity Release Council (ERC) which will benefit our clients in Poole and across the region.

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8th October 2018

Brexit could add 7% (£130bn) to the UK economy

A group of leading economists and business leaders have published a paper that demonstrates that Brexit could be very good indeed for the UK economy.

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9th March 2018

New HMRC Trust Register - what you need to do as a trustee

If you are a Trustee a new rule means that you may have to complete the new online HMRC trust register.

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