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HM Armed Forces

As a member of the Services Insurance and Investment Advisory Panel (SIIAP) we know the sort of help you need if you are a serving or retired member of the UK armed forces. We have specialist knowledge and experience in providing advice and understand service life and the issues you face. We have the knowledge, expertise and the ability to deal with your needs effectively, and in plain English.

Our clients include serving and retired Royal Marines, SBS, Army and Air force personnel. Look at the feedback they have left us on our Testimonials page.

You may be a high earner with little in the way of financial commitment, but only for a short time in your life. Career change in your 30’s or 40’s is a big issue and preparation is key.

SIIAP, which is endorsed by the MOD, is made up of individuals and firms who are insurance experts and Independent Financial Advisers specialising in providing services to HM Forces. All Members are authorised and regulated by the relevant authority in the UK, offer compensation rights to customers and adhere to a SIIAP Code of Practice.

Get your plan squared away

Getting the finances in order is vital for all. As a nation we are bad at saving and hooked on credit, and with the government cutting services, and with State benefits and pensions under threat, we all need to be more financially self sufficient.

A couple of hours spent planning now can secure a financial future for life. A good financial adviser will help as a life planner, and make major life and career changes easier. The motto “train hard, fight easy” can be adapted to “plan well, live easy”. You wouldn’t go into a battle without a plan so why do it in life?

At Apex CB Financial Planning we provide tailored advice for Armed Forces personnel covering:

Tax Free Savings

In conjunction with True Potential, Apex CB Financial Planning is able to offer some truly innovative savings technology. You already use your computer, tablet or smartphone to buy music, groceries and even find your next home – impulseSave® from True Potential brings that modern way of thinking to investments.

Pensions & Retirement Planning

As a member of HM Forces, you may well be facing a career change on your 40’s, and faced with difficult decisions about “what next?” Although you will have the initial support of a resettlement grant and compensation payments, could you afford to live on a half or one third of your former pay? If you don’t keep saving for retirement that’s exactly what could happen. At Apex CB Financial Planning we can assist with the decisions you need to make in the transition to civilian life, and the longer term planning issues to secure your future.

Life & Critical Illness Cover

The specialised nature of your work means that many insurers won’t provide the cover you need. At Apex CB we can help you to get specialised Life and Critical Illness cover for your family or your mortgage with an insurer that understands your job.

Find out more by clicking the links above or contact us to speak to one of our highly experienced Financial Advisors.

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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