We offer a full independent financial planning service to individuals, businesses and trustees.
Services include:
Investment including ISAs;
Pension savings and drawdown;
Occupational pension scheme reviews;
Life and critical illness cover;
Income protection insurance;
Equity release lifetime mortgagesn
Lasting Power of Attorney

Professional Associations & Certifications

  • Dip PFS, Step

Serviced Areas

  • Dorset & SW Hampshire

Contact Details

  Website
  City Poole
  Postcode BH16 6HX
  Address Suite 2, Jellicoe House, Admiralty Park, Station Road, Holton Heath, Poole
  Phone Number 012 0262 2223

Products & Services

Savings & Investments

Whether you want to find the best ways to make your savings grow or if you’re planning for your retirement, whatever your circumstances at Apex CB Financial Planning we can provide specialist advice and a ‘whole of market’ approach to help you to select the most suitable products.

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.

Tax Free Savings
In conjunction with True Potential, Apex CB Financial Planning is able to offer some truly innovative savings technology. impulseSave® is our 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.

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.


Tax Planning

At Apex CB Financial Planning we don’t provide accountancy services. Though our time and experience in finance and business has enabled us to build relationships with local accountants that we can recommend to provide a range of services from basic book-keeping, to personal and company annual returns, right through to sophisticated tax strategies for high earners and corporate clients.

Unfortunately however, only about 10% of the UK’s accountants have the qualifications necessary to provide advice on financial products or investments. Your accountant can recommend that you pay into a pension to save tax (sadly, too few do) but they probably can’t help you choose one.

Most people face 3 main taxes in their life: Income Tax, Capital Gains Tax, and Inheritance Tax. At Apex CB Financial Planning there is an a great deal that we can do to help you pay less tax and we can even work in partnership with your tax accountant to put together a coordinated strategy.


Insurance & Mortgages

Life is full of unexpected challenges, but fortunately there are many insurance products available to protect you if the worst were to happen.

From insurance products available to replace your income if serious illness should prevent you from being able to work or life assurance to minimise the financial impact that your bereavement could have on your loved ones, to private medical insurance to cover the costs of private healthcare for you and your family, at Apex CB our experienced financial advisors will help you to select the most appropriate policies based on your needs, circumstances and exposure to risk.

  • I would recommend this business

(Преведено от Google) Крис ме съветва от около 15 години и считам, че през това време той ми даде добри насоки. Той е полезен в предлагането на опции и в даването на препоръки за начините за постигане на това, което искам. Той е успокояващ, когато обстоятелствата се променят, и винаги се грижи да разбера собственото ми отношение към риска. Нещо повече - той и екипът на Apex винаги са много приятни за работа.

Value for money
Service & support
Quality
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Overall ratingExcellent

  • I would recommend this business

My experience of Apex CB was very pleasant, friendly and professional. Chris Ryan was well informed on my financial status and offered sound advice on future pension planning, retirement and investment. I would definitely recommend them.

Value for money
Service & support
Quality
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Overall ratingExcellent

  • I would recommend this business

As potential new clients who approached Apex on the basis of a recommendation from trusted friends, we have not been disappointed! We nevertheless tested Chris's advice, through consultation with a family member who is 'in the business', and found that he was prepared to address our resulting questions in a very respectful and comprehensive way. This has led to us becoming signed up clients of Apex and feeling that we have received financial planning guidance that is very much in tune with our instincts and wishes and which has set us on a path that is carefully tailored to our needs. Overall our experience so far has been characterised by a very courteous reception, high professional standards and a mutual respect that all combine to create optimism for our financial future.

Value for money
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Overall ratingExcellent

  • I would recommend this business

Very Good service consitantly throughout the years, I'm really glad I chose Chris and his team.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

Customer Testimonials

I have been using Apex CB financial planning for a number of years now and have always been impressed with the service provided and the recommendations made. One specific example was arranging my bank base rate tracker mortgage which has been fantastic value throughout especially in the current low interest rate environment. I would highly recommend the services offered here regardless of your your reason for seeking independent financial advice.


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.


My wife and I have enjoyed the financial expertise of Chris Ryan for the last ten years. We have found Chris to be a thoroughly professional advisor who takes pride in providing the most suitable avenue to take in respect of stocks and shares. My mother-in-law has also used Apex CB Financial Planning and has utmost faith in the team.


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.


We found Apex CB Financial Planning Ltd to be discreet, understanding and totally efficient in their work. In this world it is hard to find such trustworthy and honest people to deal with sensitive personal financial details. We are delighted to have found them through personal recommendation and are more than happy to commend them to others.


Having used APEX for over 6 years , I find they are professional and thorough, explaining everything clearly regarding my financial and pension advice and planning. The whole team is friendly and efficient and Chris is always available to discuss any issues I have between my annual reviews.

Social Activity

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