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

Life is full of unexpected challenges, but fortunately there are many insurance products available to protect you if the worst were to happen.

Whether protecting your income if serious illness should prevent you from being able to work; life assurance to minimise the financial impact that your bereavement could have on your loved ones, or private medical insurance to cover healthcare expenses, our experienced financial advisers will help you to select the most appropriate policies based on your needs, circumstances and exposure to risk.

Life & Critical Illness Cover

Whether you are looking to ensure that your loved ones are well provided for, or need to cover a loan, we can help you to get the best deal on your life cover. After all, who would want to leave their loved ones without income, or leave behind debts for their family to settle?

Sickness & Income Replacement Insurance

More than 130 million working days are lost due to sickness absences in the UK each year (source: ONS). Find out how we can help to arrange appropriate Income Protection Insurance that provides the best cover for your individual circumstances.

Private Medical Insurance

With increasing demands on the NHS and pressure to balance healthcare budgets and long waiting times after referral from a GP, many people are taking out Private Medical Insurance (PMI). At Apex CB Financial Planning we can help you to review the many options available and select the most appropriate policy for your needs.

Mortgages

Whether you require a repayment or interest only mortgage, buy to let or commercial loan, because we aren’t tied in or affiliated with any lender, at Apex CB Financial Planning we have unrestricted access to 1000’s of mortgage products from over 90 lenders across the UK, allowing us to help you to find the right product for your individual needs.

Equity Release

Many people may not have access to capital in later life for things like home improvements, helping children or grandchildren to get on to the property ladder, the costs of long-term care needs or for unforeseen expenses. At Apex CB we can help you to raise capital by releasing some or all of the equity in your home.

Find out more by clicking the links above or contact us to speak to one of our highly experienced Advisers.

Insurance & mortgages

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Life & critical illness cover

Based in Poole, Apex CB Financial Planning is your local life assurance expert expert. We can help you to find the right type of insurance policy for your needs and understand which options are best for you.  read more
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Sickness & income replacement insurance

If you couldn’t work due to a serious illness, how would you manage? At Apex CB Financial Planning, we can help you to find the right Income Protection insurance to provide you with complete peace of mind. read more
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Private medical insurance

There are a wide range of Private Medical Insurance policies available offering varied levels of cover. At Apex CB Financial Planning we can help you to understand the differences between all of the policies available and to help you to find Private Medical Insurance that best suits your needs. read more
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Mortgages

Whether you are buying a house or flat, re-mortgaging your home or investing in a buy-to-let property, we can assist you through the mortgage maze to find the most suitable and cost-effective product for you. read more
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Equity release

At Apex CB Financial Planning we specialise in equity release and have the knowledge and experience to help you to unlock the equity in your property whilst still retaining ownership. read more
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