Apex CB Financial Planning Grows For Success

Apex CB is building upon its reputation for providing high quality financial solutions in Dorset by promoting Richard French to the role of Financial Adviser, following successful completion of his qualifications. Richard has been supporting their existing adviser Chris Ryan and has coordinated countless client relationships and service agreements for over 2 years, but is now following his dream to develop a career as an adviser himself. He joined the firm with 12 years experience in Investment Banking and thrives in helping others  to manage their finances.

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

A recent move to larger premises at Holton Heath has provided the space this growing business needs to expand. Apex believes in providing their clients truly independent, whole of market financial planning backed up by outstanding service. The firm offers a range of services but has traditionally focussed on managing the needs of the at-retirement or approaching-retirement sector, whose focus is primarily related to having built up significant personal wealth during their lifetimes. “Later life” issues such as managing your savings and wealth to generate income, releasing money from pension funds, and releasing money from property for lifestyle or Inheritance Tax planning are day-to-day activities for Apex CB.

However, they are seeking to work with more young professionals whose needs are focussed on building their wealth by saving into pensions and ISAs, protecting their families against death and serious illness, financing their children’s schooling and further education, and paying off the mortgage. “Generation X is facing a different set of challenges from their parents, including less reliance on the State for pensions and healthcare”, says Chris (Managing Director, Apex CB), “…our challenge is to prepare them by planning and education to think about the future and not just about today’s challenges”.

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

Apex CB now has three fully qualified advisers committed to ensuring you receive the best possible advice who will work with you to achieve
your financial goals.

“We are a well established local business assisting clients in Dorset for over a decade. We have a large and loyal number of clients that are confident to recommend Apex CB Financial Planning” – Chris Ryan, Apex CB



Give them a call on 01202 622223 for an initial no obligation consultation at their expense.

w. www.apexcb.com
a. Suite 2, Jellicoe House, Admiralty Park, Station Road, Holton Heath, Poole, BH16 6HX

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