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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.

Wealth Management

Successful investing can be one of the most difficult but rewarding aspects of managing your money, and could dramatic affect your future standard of living. Find out more about our specialist Wealth Management service.

Tax Free Savings

In conjunction with True Potential, Apex CB Financial Planning is able to offer some truly innovative savings technology. impulseSave® is our first-of-its-kind technology that helps you add money to your investments in an instant. We believe that impulseSave® can change your habits and the way you invest your money for the better.

Pensions & Retirement Planning

Retirement planning is about making sure that you have enough money to live on when you retire. But it goes further than that – most people want to live and not just survive, so building a retirement fund should be one of life’s major goals. Read more about how we can help you to plan for a more prosperous retirement.

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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