We offer a full independent financial planning service to individuals, businesses and trustees.
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
- Dorset & SW Hampshire
|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.
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.
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 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.