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Financial Planning

Whether you’ve just climbed on to the career ladder or are approaching retirement, whether you want to find the best ways to make your savings grow or want to minimise the amount of tax you pay on your earnings, whatever your circumstances financial planning can be hugely beneficial.

Why Use A Financial Advisor?

Is it really necessary to employ a financial adviser? Statistics prove that having a financial adviser can have a significant benefit on your wealth and financial security. An Independent Financial Advisor’s job to first of all help you to identify what you want to achieve, before helping you to make an informed decision about which savings and investment products will best suit your needs.

Free Advice

Unfortunately we are unable to provide free financial advice. However we’ve provided a list of useful websites here that may be able to provide some of the assistance you are looking for.

Investment Glossary

The Financial Services sector uses lots of jargon, so here’s a useful glossary of common financial terms.

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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