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Meet the Team

 

chris_ryan_financial_advisorChris Ryan BA (Hons) DipPFS

A Senior Financial Adviser with 25 years experience, Chris is also the Managing Director, specialising in Wealth and Pensions management.

Chris is qualified to Level 4 Diploma standard, as well as achieving specialist qualifications in Equity Release, Home Reversion Plans and Long Term Care fees planning. This means that when you speak to Chris you know that you have access to the latest information about all of the financial solutions on offer.

 

Liz_Murley_mortgages_advisorElizabeth Murley

Liz joined the team in February 2017 as a mortgage specialist, having worked for over 20 years in residential and commercial lending for major High Street banks and building societies.Liz is our Mortgage Specialist who is qualified to provide advice on residential, commercial, buy to let and equity release.

 

 

Richard French BSc

Richard French graduated from Sussex University with a degree in Chemistry, then went on to spend 12 years at J.P. Morgan as a Project Manager. Having achieved the Level 4 Diploma for Financial Advisers through private study, Richard joined the firm in September 2015 to train as a paraplanner and learn the skills to go forward to advising clients.

 

 

David Robinson BA (Hons)

David joined the team in 2013 to provide administration support. Having graduated in Law at Manchester University David gained many years experience in financial services in the UK and overseas. David’s expertise is in providing our clients with accurate and timely information about their financial plans, as well as managing the company systems and procedures.

When you need to know about your current plans contact David.

 

 

Catrin Promitzer HND

Catrin graduated with an HND equivalent qualification in International Tourism and Hospitality from Handelsakademie der Berufsförderungsinstituts, Vienna. Catrin joined the firm in September 2015 to support the administration role, and has quickly shown an aptitude and eagerness to learn to new skills.

 

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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 …

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“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 …

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“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 …

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“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 …

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“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 …

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“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 …

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“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 …

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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 …

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