At Apex CB Financial Planning we have almost 20 years of experience in providing financial advice. We cover Poole and Bournemouth, and right across Dorset and Hampshire.
Whether you want to find the best ways to make your savings grow or plan for retirement we can help. We will guide you through the complex world of investments to get better growth, pay less tax, and invest in a socially responsible way.
Most people face 3 main taxes in their life: Income Tax, Capital Gains Tax, and Inheritance Tax. There is a great deal that we can do to help you pay less tax, and can work in partnership with your tax accountant to put together a coordinated strategy.
We can help provide you and your family with the important safety-net through a range of insurance products.
At Apex CB we offer a full range of business planning services for small and medium enterprises to help your business grow and plan for the future.
We have specialist knowledge and a deep understanding of the unique challenges our UK armed forces face. We have the experience required to deal with your needs effectively and confidentially. Our client base includes many serving and retired Armed Forces personnel.
Managing your ISA couldn’t be easier than with the Apex CB ISA Portal, which allows you to manage your investments at the touch of a button.
Why not contact us?
We offer a free, no-obligation initial consultation discussion either face to face or via video link. We are happy to explore working together and explain our services, and how we charge. You can request a meeting using our Contact form.