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

Whether you want to make your savings grow, or you’re planning for your retirement we can help. We provide specialised advice and a ‘whole of market’ approach focused on you.

Wealth Management

Successful investing can be one of the most difficult but rewarding aspects of managing your money, and could dramatic affect your future standard of living. Find out more about our specialist wealth management service.

Tax Free Savings

In conjunction with True Potential, Apex CB Financial Planning is able to offer some truly innovative, technology-led savings options. ImpulseSave® is a first-of-its-kind technology that helps you add money to your investments in an instant. We believe that ImpulseSave® can change your savings habits for the better, and pay lower charges too.

Pensions & Retirement Planning

With most of us spending decades in retirement it’s vital to have enough money to live on. But it goes further than that – most people want to live and not just survive, so building a retirement fund should be one of life’s major goals. Read more about the specialist pensions advice that we provide and how we can help you to plan for a more prosperous retirement.

Pension Transfers

We can assess whether transferring your Defined Benefits pension can help you to secure the best retirement for you and your family.

Find out more by clicking the links above, call 01202 622223 or contact us using our online enquiry form.

 

Savings & investments

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Wealth management

Successful investing can be one of the most difficult but rewarding aspects of managing your money. At Apex CB Financial Planning we’ve been helping our clients in Poole, and across Dorset and Hampshire, to manage their investments for more than 15 years. read more
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Tax-free savings

In conjunction with True Potential, Apex CB Financial Planning is able to offer some truly innovative, technology-led savings options. impulseSave® is a first-of-its-kind technology that helps you add money to your investments in an instant. We believe that impulseSave® can change your habits and the way you invest your money for the better. read more
ApexCB_pension-retirement_th

Pensions & retirement planning

Retirement planning is about making sure that you have enough money to live on when you retire. But it goes further than that – most people want to live and not just survive, so building a retirement fund should be one of life’s major goals. At Apex CB Financial Planning we offer specialist retirement planning advice. read more
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Pension Transfers

For some, transferring a Defined Benefits pension scheme into a personal pension can be the best way to stay in control of your pension benefits, and secure the best deal for you and your family. read more
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