Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Apex CB Financial Planning Limited

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Apex CB Financial Planning Limited

Overview:

Apex CB Financial Planning Ltd is an experienced Independent Financial Adviser based in Lytchett Minster near Poole, Dorset.

We provide holistic financial planning and Wealth Management services to personal and corporate clients in the UK.

We always act with trust and integrity and put your interests first when looking after your money.

We aim to deliver an outstanding service and encourage our clients to leave us feedback so that we can continuously improve. Please take a look at our testimonials to see what our clients have said about us.

As Independent Financial Advisers, Apex CB Financial Planning Ltd has access to the full range of regulated financial products and services available in the UK.

We offer the full range of financial products and services to our clients, including overall financial planning and reviews, to managing investments and guidance on how to save tax.

You can find more details on the following pages:
Wealth management
Retirement planning
Planning in later life
Corporate planning
Tips for high earners
Inheritance tax planning
General tax planning (income and capital gains tax)
Life assurance
General Insurance
Health insurance
Save on energy and telecomms
If you are looking for a service that is not listed, ask! If we can't help we'll try to find you someone who can

History:

Chris Ryan formed Apex Financial Planning in 2003, having completed 9 years working as a Senior Financial Consultant for providers of insurance and investment products, and regularly achieving awards for his performance and achievements.

In 2004 Apex took over the struggling Weymouth-based IFA, CB Financial Services Ltd, and Apex CB Financial Planning was formed from the 2 companies. Apex CB Financial Planning has grown to be one of the most successful small IFA firms in Dorset and in 2012 merged with Bluegreen Financial to further grow the business and strengthen the service proposition for our clients.

Formerly known as:

Apex Financial Planning
CB Financial Services Ltd

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.