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Our Services

At Apex CB Financial Planning we offer a broad range of services for personal and corporate clients, as well as specialist services for serving and retired Armed Forces personnel.

Savings & Investments

Whether you want to find the best ways to make your savings grow or if you’re planning for your retirement, whatever your circumstances at Apex CB Financial Planning we can provide specialist advice and a ‘whole of market’ approach to help you to select the most suitable products.

Tax Planning

Most people face 3 main taxes in their life: Income Tax, Capital Gains Tax, and Inheritance Tax. At Apex CB Financial Planning there is a great deal that we can do to help you pay less tax and we can even work in partnership with your tax accountant to put together a coordinated strategy.

Insurance & Mortgages

We can advise you on the wide range of insurance products available so that you’re fully covered if the worst were to happen. Our specialist mortgage advisors can also support your borrowing needs, whether new residential lending and remortgages, buy-to-let, commercial lending and equity release.

Corporate Services

At Apex CB we offer a comprehensive corporate financial planning service that can add value at each stage in the lifecycle of the business. We can help you to protect the business against unexpected events, provide advice and strategies for sheltering company profits from Corporation Tax and Capital Gains Tax, we can help you to invest surplus profit, help you to set up and manage corporate pension schemes for Directors and employees, and even offer advice on business exit strategies and how to maximise the revenue from the sale of your business.

HM Armed Forces

If you are a serving or retired member of the UK armed forces we have specialist knowledge and understanding of the unique challenges you face, as well as the experience required to deal with your needs effectively, and in plain English.

Invest Online

Managing your ISA couldn’t be easier than with the Apex CB ISA Portal, which allows you to manage your investments at the touch of a button.

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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