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

Whether you are buying a house or flat, remortgaging your home or investing in a buy-to-let property, we can assist you through the mortgage maze to get the best deal for you.

At Apex CB Financial Planning, we will introduce you to a mortgage specialist who will take the time to understand your situation and utilise their in-depth market knowledge to help you find the right mortgage for your circumstances and the very best interest rates available.

All advice is totally independent and impartial, selected from thousands of mortgage products from over 90+ lenders across the UK, and we are not tied or affiliated with any lender.

We are also able to offer specialist advice on equity release, and the growing range of products available to home owners aged over 55 to enable them to release equity from their home whilst still retaining ownership.

To find out more and to discuss your needs, 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

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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