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Call us on 01202 622223 for a no obligation consultation

News & views


2nd April 2020

Market update from John Redwood of Charles Stanley & Co

John Redwood publishes his market update, looking at the impacts of the COVID-19 lockdown on the global markets.

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1st April 2020

Keep up with the markets

Find out how the management teams that we work with are taking good care of your money in these uncertain times.

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1st May 2019

Watch our new financial planning topic videos

It can be a struggle to get to grips with complex financial topics so we've teamed up with Independent Check to produce a series of "explainer" videos.

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4th March 2019

Talking financial services with Michael Tomlinson MP and the benefits of socially conscious investing

Chris Ryan talks to Michael Tomlinson MP about making financial services available for all and explains how socially conscious, or ESG investing, could make our world a better place.

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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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