Home » About Apex CB

About Apex CB

Apex CB Financial Planning is an Independent Financial Adviser based in Lytchett Minster, near Poole in Dorset.

At Apex CB Financial Planning we have a small but highly experienced team that provides holistic financial planning and Wealth Management services to personal and corporate clients throughout Dorset and South Hampshire.

We always act with trust and integrity, and our independent status means that we have access to the full range of regulated financial products and services that are currently available, so you can be assured that we will always put your interests first when looking after your money.

We aim to deliver an outstanding service and encourage our clients to leave us feedback so that we can continuously improve. Please take a look at our testimonials to see what our clients have said about us.

We are there for you through life’s journey, to help you to meet your goals.

To find out how we could help you please call on 01202 622223 or complete our contact form to request an appointment – free of charge and with no obligation.
UK Financial Advisers

Testimonials

“As a serving Royal Marine a former work colleague introduced me to Apex CB Financial Planning Ltd a couple of years ago. Since the introduction I have used Apex CB …

+ Read More

“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 …

+ Read More

“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 …

+ Read More

“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 …

+ Read More

“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 …

+ Read More

“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 …

+ Read More

“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 …

+ Read More

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 …

+ Read More