Navigate Your Financial Journey with Dorset’s Leading Independent Experts

 
 
 
 
  
 
 
 Apex CB Financial Planning Ltd
  
 47 Google reviews 
 
 Write a review 
  
 
 
 
 
 
 
 
 
  
 
 
 
  
 
 
 Brian Cookson 
 
2024-01-08
 
 
  
Chris of Apex CB has looked after pension planning for a number of years now.  I have always been impressed by his friendly care and guidance.   His explanations of the many complexities involved has been a great help.  I'm fully confident that all is in completely safe hands.
Brian Cookson
  
 
  
 
 
 
  
 
 
 Caroline Vodden 
 
2023-08-07
 
 
  
Apex CB continues to keep my finances on track and help deliver favourable returns in a challenging financial market.  With their comprehensive service I get a full review every year with a personal financial adviser who is able to answer any questions.  I have no  hesitation in recommending Apex CB to my family and friends.
  
 
  
 
 
 
  
 
 
 ELSPETH VANGUARD 
 
2023-06-08
 
 
  
Chris guided us through our relative inexperience with financial matters in a way that was clear but not patronising. No question was too stupid.
He allayed our fears and gave us a clear plan based on our own willingness to take risk and future needs.
  
 
  
 
 
 
  
 
 
 A Ya 
 
2023-03-26
 
 
  
Thanks to Chris's amazing financial management I was able to retire as Inclusion Manager at Shaftesbury School in 2014. I joined a conservation group in Indonesia for a few months, then picked up teaching for 2 days a week during Covid. I am again retired and off to Galapagos and Ecuador for a month. Thank you Chris for all your advice. I will send you a postcard.
  
 
  
 
 
 
  
 
 
 Brian Rous 
 
2022-10-17
 
 
  
A valuable service! All the staff are helpful, very professional and approachable. Would highly recommend this companies services.
  
 
  
 
 
 
  
 
 
 A Watson 
 
2022-07-05
 
 
  
Apex CB Financial Planning has provided excellent service over many years
  
 
  
 
 
 
  
 
 
 Mike Watson 
 
2022-05-16
 
 
  
Chris & the Apex CB team have provided help & financial advice to myself For many years. Always polite & courteous & nothing is too much for them. Their services have never been more appreciated than as of now. So if you are in need of financial planning & advice make that phone call to them, yo won’t regret it. Highly recommended. 4
  
 
  
 
 
 
  
 
 
 Marilyn Benstead 
 
2022-03-23
 
 
  
We have been with this Company for a number of years and have received very good service and sound financial advice and guidance. We would have no hesitation in recommending Apex CB Financial Planning Ltd.
  
 
  
 
 
 
  
 
 
 Joyce Badham 
 
2022-03-21
 
 
  
I am delighted with my dealings with Apex. Everything his always explained in terms that even I can understand and I am never made to feel that I am asking a stupid question. Any communications are always answered very quickly.