Home » About Apex CB » Our Systems

Our Systems

We have made a significant investment in technology which allows you to access a wealth of information in a totally secure environment.

Our systems enable you to view financial portfolio and records from your computer or smart phone 24 hours a day, 7 days a week.* You can see where your money is and how well your investments are performing at the touch of a button or, if you prefer, via a single telephone call to our office. Whether you embrace the latest technology or prefer more traditional methods you will you will receive a level of service that is second to none.

* Not all insurers and investment companies offer daily online valuation updates.

What is wrap?

A “Wrap” platform is our internet based investment account and financial services product which provides you with an unprecedented overview and control of your investments, savings and pensions, and allows you to view all your financial assets in one place.

Consolidate all your investments

A wrap account brings together all your investments – including shares, bonds, cash, investment trusts, unit trusts and pensions – under one roof. One of the main advantages is that whole families can organise their affairs together. So, while you maintain your individual aims and objectives, the arrangements can take full account of other family members’ situations.

Powered by True Potential

Apex CB Financial Planning’s wrap system has been awarded 5 stars in the Finance & Technology Research Centre review of Adviser Software Systems 2011. With a click of your mouse, you are able to deal online, consolidate all your investments and check your portfolio, 24 hours a day and from one central source.

You can access your personal client portfolio website using any internet enabled PC, Mac, iPad or Smartphone anytime.

Cost-effective

Wrap accounts are an uncomplicated and simple service. Having the backing of large financial groups means that investments are heavily discounted for clients. Wrap accounts have a simple and transparent charging structure – with no set-up or exit charge – and clearly specified management and advice fees so you will know exactly who is being paid and how much.

Flexible

The popularity of Wrap accounts outside the UK is widely attributed to their flexibility. Wrap accounts allow you to adjust your investment goals as your income and lifestyle changes without high cost.

They provide you with a route to the sort of quality financial advice normally available only to the very rich.

Access your account here or contact us to find out more about how we can revolutionise the way you manage your money.

Share on FacebookTweet about this on TwitterShare on TumblrPin on PinterestShare on LinkedInShare on Google+Email this to someone

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