This is feedback from our clients who have been kind enough to tell others about the great experience they had. You can also find more feedback from our Google, Freeindex and Trustpilot review pages .
I am delighted with the service I have received from Richard French and APEX CB Financial Planning. Richard took time to understand my personal circumstances and come up with a financial plan that I was comfortable with, and that protected me for the future whilst also enabling me to achieve my dream of retiring early. Most of this was done throughout the challenges of the pandemic but this has not impacted the level of service. Would highly recommend.
Before being introduced to Apex, and after earlier catastrophic advice, my faith in financial advisors was rock bottom. Chris and his team have now been helping me for many years and always mindful of my fears have treated me with understanding and my investments with competence. I now feel that both myself and my investments are secure. I have recommended several friends following my excellent experience with no hesitation.
I have been a customer of Apex CB Financial Planning for many years and highly recommend them. I have always received good advice and think the investment platform they used gives access to quality funds at different levels.
Before contacting Chris at Apex, I always found my financial planning a very diffcult exercise. The team at Apex are very well informed and professional in their approach. They take the time required to explain very clearly my options and have made my financial planning a far easier and enjoyable experience. Thank you to all at Apex Financial Planning. I would recommend their services to those looking for any financial assistance.
As to your part in the LTM process, Liz, it was very professional, very friendly and went without any noticeable hitch. My few minor questions were answered fairly and where you were unsure you said you would check and get back to me, which you did. Your presentation, the associated documents for my bedtime reading and our subsequent discussion were, for practical purposes, the complete show. What more could a client (other than a really (or acting) stupid one) want.
I have always found Chris Ryan to display the highest standards of integrity and honesty. He is transparent and fair in matters of fees and commissions and will tell clients honestly if he cannot see his involvement enhancing their long term financial objectives. Chris has consistently added value to the client relationship when I have introduced him. He has a good manner with the clients, reassuring the nervous and speaking on equal terms with the more experienced. I consider Chris to be a shining but sadly rare example of a truly independent financial adviser.
Chris and team have assisted with aspects of the allocation of my grandmother's estate (for whom he handled the majority of her financial affairs previously) and has impressed both me and my sister with their courtesy and professionalism throughout. Chris has been willing to go the extra mile and patiently answered any and all of my questions and I would heartily recommend him to anybody seeking financial services.
My wife and I have used Chris for a considerable number of years to provide financial expertise which has been extremely accurate, trustworthy and useful in our financial planning. I would not hesitate to recommend Chris as a financial intermediary.
Chris Ryan has advised me over the years on various financial aspects, I have found his knowledge on investments, pensions and other financial matter to be very customer focused. His honesty, integrity is what you expect from a financial advisor who is very customer orientated. Since dealing with Chris Ryan I have recommended friends and family who require financial advice of the highest standard.
I completed my service with the Royal Navy in 2009 and was in receipt of my end of services gratuity and pension. Chris was recommended as a financial adviser with a good track record and, more importantly, a good appreciation of the atypical working environment and lifestyle that service personnel have. His initial interview was comprehensive and he made sure that he understood what my wife, and my short and long terms aims were with regard to our personal finances. His understanding of service life is first rate and, throughout, there was no pressure and we both felt completely at ease as Chris thoroughly explained our options. His recommendations have not let us down and he is in regular contact ensuring that the products remain suitable for us.
It is always reassuring and comforting to receive comprehensive and professional advice regarding ones savings and investing plans for the future. These sentiments have been developed during my association with Apex CB Financial Planning Ltd over the past 7 years. Chris and his team always handle my needs in a friendly and personal manner.
Apex CB have dealt with ISA, Pension and other investments for me over many years. I have always been pleased with the quality of advice given and know that it is specific to my circumstances. The performance of my investments is regularly monitored. The whole of the team at Apex CB are very attentive and nothing is too much trouble.
I have been working with Chris and his team for over two years now and have always found the whole team to be willing to discuss my needs and to find answers that suit my ever changing position. The information systems they use make it very easy for me to know exactly where I stand financially at a moment’s notice, and I have now offered to work with Chris to trial some new financial planning application that I think may benefit all of you. I would recommend Apex without question.