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

Saving and investing tax-free can mean better growth. You retain more of your profits and pay less to the taxman. Most importantly it’s all legal, using HMRC recognised savings products. We offer some truly innovative savings technology to invest your ISA for tax-free growth using True Potential.

Products like ISAs (Individual Savings Accounts) let you save and invest tax-free. There are versions for children too, known as Junior ISAs (or JISAs). There are also Help to Buy ISAs where the government will help you to save a deposit for your first home.

Truly Innovative Savings Technology

In conjunction with True Potential, at Apex CB Financial Planning we are able to offer some truly innovative savings technology.

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. Our mission is to turn spenders into savers.

You already use your computer, tablet or smartphone to buy music, groceries and even find your next home. By saving as little as £1, impulseSave® brings that modern way of thinking to investments. Anyone with internet access can impulseSave®.

Just like using a fitness tracking app, you set financial goals and regularly review your investments against those goals. You can then top-up easily and quickly to close any gap.

Close the gap and get back on track
impulseSave technology helps you achieve your goals

Reaching your goals has never been easier and we’re helping you form the habits of a long-term investor.

Saving into tax-free products like ISAs and Pensions is easy with impulseSave® and you pay lower charges by investing directly too.

Start by logging in here.

How impulseSave® works

Technology is at the heart of impulseSave®, helping you to top-up your investments whenever and wherever you want.

impulseSave® is directly linked to our goals-based approach to saving and investing. You always have sight of your financial goal and help to close the gap to achieve that goal. With the click of a button or the tap of a smartphone, you can bridge that gap and get back on track. After all, if you have a reason to save, you’re more likely to reach your goal.

Who can use impulseSave®?

Once you have set up an ISA, General Investment Account, or pension with as little as £50, you can impulseSave®.

You can then top-up your existing Individual Savings Accounts (ISAs), TPI Pension and General Investment Accounts (GIAs) with as little as £1, wherever and whenever you want.

Using our platform, you can track your progress 24/7 online through your personal client site or via a range of apps, wherever you are in the world. If you find a gap between your savings and your goal, you can use impulseSave® to top-up your account and close the gap.

With a minimum impulseSave® of just £1, we’ve made investing quick, easy and fun.

Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

To find out more call 01202 622223 or contact us using our online enquiry form.

Saving & retirement services


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

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

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

Sustainable investing

Sustainable Investing for a Better World

Helping clients with successful and sustainable investing and wealth management is what we do. We have a strong belief that successful investing requires a sustainable approach. This is not only good for our world, but leads to better long-term growth of your capital. Research shows that sustainable investing leads to better growth. Companies that meet strict environmental controls are more profitable and more likely to survive. So, we encourage our clients to invest in strategies that have positive impacts on Environmental factors, Social Responsibility and strong corporate Governance (known as ESG or Impact Investing).

Impact investing seeks to generate social impact alongside financial return

This investment often brings together capital and expertise from the public, private and not-for-profit sectors to achieve a social objective. You can make investments into companies, organisations or funds, whether they be not-for-profit or for-profit.

You can also make Social impact investments to finance social services and social infrastructure. In these types of arrangements, payments are normally made based on achieving agreed social outcomes rather than on inputs or activities.

Social impact investing seeks to generate social impact alongside (not instead of) an acceptable rate of financial return for the individual investor.

Impact investing in the long term

A remarkable transformation is underway, reflecting an increasing awareness among businesses of the need to create a more sustainable world. This approach is recognises that investing towards this goal can enhance, not detract from, long-term portfolio returns. This is a significant opportunity for change, irrespective of the political forces that often seem to work in opposition to these interests.

Impact investing encourages a forward-looking view of where the world is heading, with investors essentially buying tomorrow’s leading companies today. It is taking a truly long-term approach to investing.

This focus on long-term value creation requires sustainable business models. Forward-looking companies are aiming to reduce their environmental footprint, reduce their fuel, energy and water consumption and create less waste. Similarly, a company that treats the workforce well improves long-term profitability, while badly-governed companies destroy value. This in turn leads to better growth and profitability.

Today’s consumers increasingly demand that companies act to preserve the environment and combat social problems. The UN Sustainable Development Goals, linked to the most important sustainability challenges that humanity faces, show that firms must therefore work harder than ever before.

In a challenging world, the way companies manage their impacts is integral to how they manage risk. Ultimately, this affects how they make strategic decisions.

The positive impact cycle encompassing a long term vision, sharing value, and investing for future growth leads to long-term value

Our sustainable investment partners

We give you peace of mind to get on with your life without worrying about where your money is invested. We know no-one has a monopoly on talent, so we work with some of the U.K.’s leading managers:

Our reputation as a wealth management company has been built over 240 years thanks to exemplary personal service and our drive to build and preserve the wealth of clients.
Image result for legal & general investment management
Legal & General Investment Management is one of the UK’s largest asset manager, offering investment services across the broad spectrum of asset classes.
LGT Vestra is a partnership between the executive partners and the private banking group LGT, owned by the Princely Family of Liechtenstein. When we set up LGT Vestra in 2008, our aim was to offer a fresh approach to wealth management. 

Whether you are looking for more income, or just seeking better growth, please call on 01202 622223. Alternatively, complete our contact form to request an appointment – free of charge and with no obligation.

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