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

Available to home owners aged 55 or over, equity release products allow you to release equity from your home whilst still retaining ownership.

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 to achieve your goals, including:

  • Extra money for a better lifestyle during retirement
  • Home improvements
  • Helping children and grandchildren on to the property ladder
  • Reducing inheritance tax

You can choose how much equity you wish to release, leaving value in your property to pass on as inheritance. Equity release products can also be used as a means of inheritance planning, to minimise inheritance tax on your estate.

You can choose to withdraw the equity as a lump sum or a cash reserve to draw on as you please. You have the choice of making repayments immediately or opting for repayment either upon death, or if you move in to long-term
care. The money released is tax-free and a no negative equity guarantee means that you will never leave a debt to your family.

To see how much equity you could release, or to find out more, call 01202 622223 or contact us using our online enquiry form.

Insurance & mortgages


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

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

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


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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