Charting your financial future, together.
Apex CB Financial Planning Ltd is an independent financial advisory firm based in Poole, Dorset. With a proven track record of success, we offer personalized financial guidance and a genuine commitment to your financial well-being. Our "whole of market" status means that we have access to the full range of regulated financial products and services, ensuring that we always put your interests first when looking after your money.
Our Services
At Apex CB, we understand that every financial journey is unique. Whether you're planning for the future, enjoying retirement, or navigating the challenges of dedicated service, our resources cater to every nuance. We offer a comprehensive range of services, including seamless life transitions and pension strategies, wealth preservation and estate planning, business financing and tax optimization, and dynamic career shifts and specialized financial advice.
Meet the Team
Our team of experts provides holistic financial advice and wealth management services. Our experienced team is led by Chris Ryan, a Senior Financial Adviser and Managing Director with 30 years of experience. Our team also includes Richard French, a qualified Financial Planner, and a team of administrators and paraplanners who are dedicated to providing exceptional service to our clients.
Our Commitment to You
At Apex CB, we are committed to providing personalized service and a genuine commitment to your financial well-being. We understand that every financial journey is unique, and we take the time to understand your individual needs and goals. Our goal is to help you navigate the complexities of financial planning and achieve your objectives.
Why Choose Apex CB?
There are many reasons to choose Apex CB for your financial planning needs. Our team of experts has a proven track record of success, and we offer a comprehensive range of services to cater to every nuance of your financial journey. We are committed to providing personalized service and a genuine commitment to your financial well-being. We are also proud of our excellent customer service, as demonstrated by our 47 Google reviews.
Overview of Apex CB Financial Planning Reviews
Excellent Service and Expertise
Apex CB Financial Planning has received consistently excellent reviews from its clients, with an overall 5-star rating. Clients have praised the company's friendly, courteous, and professional service, as well as the expertise of its advisors, particularly Chris Ryan.
Positive Experiences
- Clients have expressed high satisfaction with the company's guidance on financial planning, pension planning, and investment management.
- They appreciate the clear explanations and personalized advice provided by the advisors.
- Many have recommended Apex CB to family and friends, citing the company's trustworthiness and expertise.
Key Strengths
- Personalized and comprehensive service
- Friendly and courteous advisors
- Excellent communication and explanations
- Trustworthy and professional approach
- Ability to explain complex financial concepts clearly
Be the first to review Apex CB Financial Planning.
Write a Review
