Call us on 01202 622223 for a no obligation consultation
Call us on 01202 622223 for a no obligation consultation

Our services

At Apex CB Financial Planning we have over 15 years of experience in providing financial advice. We cover Poole and Bournemouth, and right across Dorset and Hampshire.

Savings & Investments

Whether you want to find the best ways to make your savings grow or plan for retirement we can help you to choose the right investment product to get better growth, pay less tax, and invest in a socially responsible way.

Tax Planning

Most people face 3 main taxes in their life: Income Tax, Capital Gains Tax, and Inheritance Tax. At Apex CB Financial Planning there is a great deal that we can do to help you pay less tax. We can work in partnership with your tax accountant to put together a coordinated strategy.

Insurance & Mortgages

We can help provide you and your family with the important safety-net through a range of insurance products . Our specialist mortgage consultants can also support your borrowing needs, whether new residential lending and remortgages, buy-to-let and equity release.

Corporate Services

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.

HM Armed Forces

If you are a serving or retired member of the UK armed forces we have specialist knowledge and a deep understanding of the unique challenges you face, as well as the experience required to deal with your needs effectively and confidentially. Our client base includes many serving and retired Armed Forces personnel.

Invest Online

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.

Saving & retirement services

Saving & retirement services

Whether you want to find the best ways to make your savings grow or if you’re planning for your retirement, we provide specialist advice and a ‘whole of market’ approach to help you to select the most suitable products.

read more
Tax planning

Tax planning

At Apex CB Financial Planning we can help you to develop a tax-efficient savings and investment strategy.

read more
Insurance & mortgages

Insurance & mortgages

We can help you to find the right insurance products for your needs, so you'll be fully covered if the worst were to happen.

For new residential lending and re-mortgages, buy-to-let, commercial lending and equity release, talk to our mortgage specialists.

read more
Corporate services

Corporate services

Corporate financial planning services that add real value to your business, whether protecting it from unexpected events, tax efficient strategies for investing surplus profit, or advice on maximising the revenue from business exit strategies, sales or acquisitions.

read more
HM Armed Forces

HM Armed Forces

At Apex CB Financial Planning we understand service life and the issues and challenges that you face. We have helped many serving and retired members of HM forces to plan for their financial future, including Royal Marines, SBS, Army and RAF personnel. Confidentially is our strength.

read more
Invest online

Invest online

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.

read more
This website uses cookies. By continuing to browse this site, you accept this policy. Read more