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 for personal and corporate clients in Poole and Bournemouth, and right across Dorset and Hampshire. Our client base includes many serving and retired Armed Forces personnel and we have a deep understanding of their unique requirements.

Savings & Investments

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

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 and we can even work in partnership with your tax accountant to put together a coordinated strategy.

Insurance & Mortgages

We can advise you on the wide range of insurance products available so that you’re fully covered if the worst were to happen. Our specialist mortgage advisers can also support your borrowing needs, whether new residential lending and remortgages, buy-to-let, commercial lending and equity release.

Corporate Services

At Apex CB we offer a comprehensive corporate financial planning service that can add value at each stage in the life-cycle of a business.

We can help you to protect the business against unexpected events, provide advice and strategies for sheltering company profits from Corporation Tax and Capital Gains Tax, investing surplus profit, setting up and managing corporate pension schemes for Directors and employees, and even offer advice on business exit strategies and maximising the revenue from the sale of your business.

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 in plain English.

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.

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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
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