Discover Your Path to Prosperity
Need an IFA in Poole? Navigate Your Financial Journey with Dorset’s Leading Independent Experts
Where are you in your financial journey? Select an option to see how our independent financial advice can help you.
The leading IFA for Poole & Dorset
Welcome to Apex CB, financial advisors near Poole, and Dorset’s leading IFA. With a proven track record of success, we offer personalised service and a genuine commitment to your financial well-being.
Our “whole of market” status means that we have access to the full range of regulated financial products and services. We truly are independent financial advisors serving Poole and Dorset. You can be assured that we will always put your interests first when looking after your money.
We offer investment advice to Poole, Bournemouth, Dorset, and South Hampshire clients. We can offer home visits, or meetings at our office at Holton Heath.
Resources
At Apex CB we understand that every financial journey is unique. Whether you’re charting a course for future milestones, safeguarding your legacy, igniting entrepreneurial growth, or navigating the challenges of dedicated service, our resources cater to every nuance.
Harness the power of informed decision-making with Apex CB at your side, use our quick access links below to access our resources.
Our Team of Experts
We have an experienced team of independent financial planners and advisors who can provide holistic financial advice and Wealth Management services.
Chris Ryan BA (Hons) Dip PFS
Financial PlannerManaging Director
David Robinson BA (Hons)
Administrator
Eleanor Hollywood
Administrator
Christopher Hoar BA (Hons)
Financial Planner
Jack Ryan
Trainee Paraplanner
Dan Howe
Paraplanner
Natalia Chmielewska
Administrator
Get In Touch With Us
If you like what you have seen on our website, the next step is to get in touch, we offer a free initial discussion with no obligation. You can do this face to face, by phone, or on Skype.
It would really help if you could tell us your reason for getting in touch.
Please rest assured that we take your privacy very seriously: We will never share or sell your personal details to anyone without your permission.
Notice: You can not enter where the red marker is, please use any other entrance such as the top of station road.