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

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.

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.

Risk assessment

We take the time to understand your experience of investments and how much risk you are willing to undertake. This forms the basis of recommending suitable investment products for you.

Choosing the right tax wrapper

To maximise the return on your investments, it’s important to ensure that your money is held in the investment that will cost you the least tax both now and in the future. For example if you save into a cash deposit account you can usually get a greater return by using an ISA and the same applies to investments: Unit trusts and other collective funds can also be held in a range of tax free investments.

We understand and recommend the full range of tax wrappers to ensure that your money is working as efficiently as possible.

We don’t select funds

With over 5,000 UK funds and 55,000 global mutual funds to choose from, the choice is overwhelming. No single investment house has a monopoly of skills and using just one manager is inherently risky because many fund managers fail to deliver consistently good performance.
We use a range of Portfolio Services that invest in a diversified range of specially selected funds from a wide range of investment managers. The aim is to add an extra layer of diversification by delegating its management to individuals who have proven experience in a particular area. Portfolio Services are backed by huge research teams dedicated to selecting the best investments for you.

It is also vital that changes in the market or the fund do not change the risk profile of the fund. You don’t want to see your cautious fund become more risky over time. For this reason we only choose funds that have a stated objective of controlling the risk at a specific level that we can maintain your risk profile.

Using a wealth platform

The majority of your investments are placed on our Wealth Platform. The word ‘platform’ is used to describe a place where a variety of different investment related processes and activities can be conveniently carried out, using the latest technology.  Watch the short video below to find out more about how our Wealth Platform can benefit you:

Larger investments

For larger investments (typically £250,000 or more), or for those requiring a bespoke investment service, we can recommend a portfolio manager who will tailor a portfolio to your individual requirements. The portfolio will most likely include direct holdings of shares and Gilts to keep the cost down, as well as collective holdings like unit trusts.

Whichever option is right for you we will always offer you the option to keep your investments under regular review.

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

Savings & investments


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

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
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