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

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 with impulseSave® is simple – turn spenders into savers.

You already use your computer, tablet or smartphone to buy music, groceries and even find your next home – impulseSave® brings that modern way of thinking to investments. As long as you have internet access you can impulseSave®, from as little as £1.

By empowering you to set financial goals, regularly review your investments against those goals and top-up easily and quickly to close any gap, we’re helping you form the habits of a long-term investor. Reaching your goals has never been easier.

How impulseSave® works

impulseSave® is directly linked to our goals-based approach to saving and investing that allows our clients to always have sight of their financial goal and any gap that develops to that goal. With the click of a button or the tap of a smartphone, you can bridge that gap and get back on track.

At the heart of impulseSave® is technology that enables you to top-up your investments whenever and wherever you want. impulseSave® ties in to our goal-first approach to saving, because we believe that when 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) at the touch of a button, 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.

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