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.
