Business Details
21 Years
experience
Your Trusted Financial Planning Partner in Dorset
Established in 2005, Apex CB has built a reputation as Dorset's leading independent financial guidance provider. Our team of experienced professionals delivers personalized financial planning solutions tailored to individual client needs. With whole-of-market access to regulated financial products, we prioritise client interests through comprehensive wealth management strategies. Our services cater to diverse life stages, from early financial security building to retirement planning and business owner financial integration. We serve Poole, Bournemouth, Dorset, and South Hampshire, offering both office consultations and home visits. Our FCA-authorised status and SIIAP endorsement demonstrate our commitment to industry standards.Through regular financial reviews and transparent communication, we help clients navigate complex financial decisions with confidence. Our proven track record includes successful pension planning, tax optimisation, and estate planning solutions. We maintain strong client relationships through ongoing support and education, ensuring clients understand all financial options. Our team's expertise extends to military financial planning, addressing unique service-related considerations. We combine technical proficiency with approachable service delivery, making complex financial concepts accessible to all clients.
Services
Financial Planning
Pension Advice
Tax Optimisation
Estate Planning
Business Finance
Retirement Strategies
Mortgage Advice
Life Insurance
Wealth Management
Military Financial Planning
Details
- Year established: 2005
Highlights and features
- We offer 18 years of independent financial advisory experience since 2005
- Our whole-of-market approach provides access to all regulated financial products
- FCA-authorised team with specialist military financial planning expertise
- Personalised service with annual comprehensive financial reviews
- Proven track record of successful pension and retirement planning solutions
Associations and certifications
- Financial Conduct Authority
- Services Insurance and Investment Advisory Panel (SIIAP)
What people say
Friendly care and guidance
Favourable returns
Clear plan
Excellent service
Highly recommended
Services
Financial Planning
Our comprehensive financial planning service creates tailored strategies for clients at all life stages. We analyse current financial positions, establish clear objectives, and develop actionable plans to achieve long-term goals. Our approach considers tax implications, investment opportunities, and risk management to ensure financial security.
Pension Advice
We specialise in creating customised pension strategies that maximise retirement income potential. Our experts assess existing pension arrangements, recommend appropriate investment vehicles, and implement tax-efficient withdrawal strategies. We help clients navigate complex pension regulations and optimise their retirement savings.
Tax Optimisation
Our tax optimisation service identifies legitimate opportunities to reduce tax liabilities while maintaining compliance. We focus on pension contributions, investment structuring, and inheritance tax mitigation strategies. Our approach ensures clients retain more of their hard-earned wealth through legal tax-efficient methods.
Estate Planning
We help clients preserve their legacy through comprehensive estate planning solutions. Our service includes will creation, trust establishment, and inheritance tax planning. We ensure assets are distributed according to client wishes while minimising tax implications for beneficiaries.
Military Financial Planning
Specifically designed for armed forces personnel, our military financial planning addresses unique challenges faced by service members. We provide specialist guidance on pension schemes, deployment-related financial management, and transition planning to civilian life, ensuring financial security throughout their service and beyond.
People
Chris Ryan
Managing Director
With over 20 years' experience, Chris leads our team of financial experts. He specialises in pension planning and retirement strategies, helping clients achieve their financial goals through clear, jargon-free advice.
David Robinson
Administrator
David provides essential support to our financial planning team, ensuring smooth operations and client service excellence. His organisational skills contribute significantly to our efficient service delivery.
Eleanor Hollywood
Administrator
As a key administrative professional, Eleanor supports our financial advisors in delivering exceptional client service. Her attention to detail ensures accurate and timely processing of client documentation.
Christopher Hoar
Financial Planner
Christopher brings fresh perspective to our financial planning services. He works closely with clients to develop practical strategies that address their specific financial circumstances and future aspirations.
Peter Ford
Independent Consultant
Peter contributes specialist expertise to our advisory services. With extensive industry experience, he provides valuable insights that enhance our ability to deliver comprehensive financial solutions.
Questions
What financial services do you offer?
We provide comprehensive financial planning, pension advice, tax optimisation, estate planning, and specialist military financial guidance.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority (FCA registration no 507964).
Do you serve clients outside Dorset?
While based in Dorset, we serve clients nationwide through remote consultations and tailored online services.
How are your services charged?
We offer transparent fee structures with no hidden charges. Costs depend on service complexity and client requirements.
Can you help with military pension planning?
Yes, we specialise in military financial planning, including pension schemes and transition to civilian life financial management.
What happens during the initial consultation?
Your first meeting is free and obligation-free, where we'll discuss your financial goals and assess how we can help.
