We have an experienced team providing holistic financial advice and Wealth Management services. You can find out more about how we work and our range of services using these links. Acting with trust and integrity in central to our core values when dealing with you. Finding a financial advisor that you can trust can be difficult. You will see that we have great reviews, so you can be sure that we are as good as our word.
Our "whole of market" status means that we have access to the full range of regulated financial products and services. So, you can be assured that we will always put your interests first when looking after your money. We cover Poole and Bournemouth, and Dorset and South Hampshire, and can offer home visits, or meetings at our office at Holton Heath.
If you need disabled access we can help, and have ample free parking, so please let us know if you need any extra assistance. We look forward to welcoming you, and hope that you will become one of our many clients who have enjoyed many years of great service.
Our "whole of market" status means that we have access to the full range of regulated financial products and services. So, you can be assured that we will always put your interests first when looking after your money. We cover Poole and Bournemouth, and Dorset and South Hampshire, and can offer home visits, or meetings at our office at Holton Heath.
If you need disabled access we can help, and have ample free parking, so please let us know if you need any extra assistance. We look forward to welcoming you, and hope that you will become one of our many clients who have enjoyed many years of great service.
Services
Our team at Apex CB Financial Planning is knowledgeable, experienced and highly qualified.
We have a range of skills so that we can look after your needs.
This means that we go the extra mile to ensure that you get the best advice and have a great experience.
A Senior Financial Adviser and Managing Director with 25 years experience.
Chris is qualified to Level 4 Diploma standard, with specialist qualifications in Trusts and Estate Planning, and Long Term Care.
He provides financial solutions for retired clients focusing on trusts, investing and later life needs.
We have a range of skills so that we can look after your needs.
This means that we go the extra mile to ensure that you get the best advice and have a great experience.
A Senior Financial Adviser and Managing Director with 25 years experience.
Chris is qualified to Level 4 Diploma standard, with specialist qualifications in Trusts and Estate Planning, and Long Term Care.
He provides financial solutions for retired clients focusing on trusts, investing and later life needs.
At Apex CB Financial Planning we have over 15 years of experience in providing financial advice.
We cover Poole and Bournemouth, and right across Dorset and Hampshire.
Whether you want to find the best ways to make your savings grow or plan for retirement we can help you to choose the right investment product to get better growth, pay less tax, and invest in a socially responsible way.
Most people face 3 main taxes in their life: Income Tax, Capital Gains Tax, and Inheritance Tax.
At Apex CB Financial Planning there is a great deal that we can do to help you pay less tax.
We cover Poole and Bournemouth, and right across Dorset and Hampshire.
Whether you want to find the best ways to make your savings grow or plan for retirement we can help you to choose the right investment product to get better growth, pay less tax, and invest in a socially responsible way.
Most people face 3 main taxes in their life: Income Tax, Capital Gains Tax, and Inheritance Tax.
At Apex CB Financial Planning there is a great deal that we can do to help you pay less tax.
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