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Testimonials

This is feedback from our clients who have been kind enough to tell others about the great experience they had. You can also find more feedback from our Freeindex page reviews.

“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 Financial numerous times including mortgage and numerous savings schemes. I would highly recommend this company and Mr. Chris Ryan as he runs a very professional operation that has provided timely advice when needed especially with the current instability in the financial markets.”Sgt Mark Allen, Royal Marines, Poole

“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 would not hesitate to recommend Chris as a financial intermediary.”Mr A.J. Watson C. Eng. M.I.Mech.E, Broadstone, Dorset

“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 with the more experienced. I consider Chris to be a shining but sadly rare example of a truly independent financial adviser.”Gillian Linford, Solicitor specialising in advice to older people and their families

“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 was arranging my bank base rate tracker mortgage which has been fantastic value throughout especially in the current low interest rate environment. I would highly recommend the services offered here regardless of your your reason for seeking independent financial advice.”David Watson, Financial Analyst, Poole, Dorset

“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 Apex CB Financial Planning Ltd over the past 7 years. Chris and his team always handle my needs in a friendly and personal manner.”Cedric Roach, Vice President Procurement, Dockwise Ltd

“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 a good track record and, more importantly, a good appreciation of the typical working environment and lifestyle that service personnel have. His initial interview was comprehensive and he made sure that he understood what short and long terms aims my wife and I had with regard to our personal finances. His understanding of service life is first rate and, throughout, there was no pressure and we both felt completely at ease as Chris thoroughly explained our options. His recommendations have not let us down and he is in regular contact ensuring that the products remain suitable for us.”Commander M, RN (Ret’d)

“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 honesty and integrity is as you expect from a financial advisor who is very customer orientated. Since dealing with Chris Ryan I have recommended friends and family who require financial advice of the highest standard.”WO2 S Mack, London

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 in providing the most suitable avenue to take in respect of stocks and shares. My mother-in-law has also used Apex CB Financial Planning and has utmost faith in the team.Lieutenant Commander B. Royal Navy MBE (Retd.)