Apex CB Financial Planning Ltd - Poole

Apex CB Financial Planning Ltd

Apex CB Financial Planning Ltd is a top-notch financial planning firm based in the United Kingdom. Located at Suite 2 Jellicoe House, Station Rd, Holton Heath, Poole BH16 6HX, the company provides a wide range of financial services to its clients. Their phone number is 1202622223 and their website is apexcb.com.

The firm specializes in providing financial planning, financial consulting, investment services, and superannuation consulting. They are committed to offering personalized solutions to meet the specific needs of each client.

Key Features and Services

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• LGBTQ+ friendly
• Appointment required

The company has received numerous positive reviews and has maintained an impressive average rating of 4.9/5 on Google My Business, with 46 reviews. Clients appreciate the friendly, caring, and knowledgeable approach of the staff at Apex CB Financial Planning Ltd.

One satisfied client, Brian Cookson, expressed confidence in the firm's ability to handle their pension planning with expertise and care. Another client noted the team's 'great help' in explaining the complexities involved in their financial planning process.

👍 Reviews of Apex CB Financial Planning Ltd

Brian C.

5/5

Chris of Apex CB has looked after pension planning for a number of years now. I have always been impressed by his friendly care and guidance. His explanations of the many complexities involved has been a great help. I'm fully confident that all is in completely safe hands.
Brian Cookson

Brian C.

5/5

I have just had my yearly review with Apex CB Financial Planning. I would highly recommend anyone looking for Financial Planning to give Apex a call. I have been with them a few years. They offer a very professional service and they go out of their way to explain things in a very helpful way, making your options very clear. Apex also have some great tools which help to visually explain the markets trends and providing the forecasting that you are after. Thank you again to the Apex team.

Mike W.

5/5

Chris & the Apex CB team have provided help & financial advice to myself For many years. Always polite & courteous & nothing is too much for them. Their services have never been more appreciated than as of now. So if you are in need of financial planning & advice make that phone call to them, yo won’t regret it. Highly recommended. 4

Caroline V.

5/5

Apex CB continues to keep my finances on track and help deliver favourable returns in a challenging financial market. With their comprehensive service I get a full review every year with a personal financial adviser who is able to answer any questions. I have no hesitation in recommending Apex CB to my family and friends.

Mike M.

5/5

Chris took all our financial information and did a thorough review. He then sat down with us and discussed what we wanted for our future. He worked his magic and came up with various options to manage our finances to give us the financial freedom to fulfill our plans. An indepth review looking at all our possible options, well worth the time, effort, and cost. I would recommend Apex CB unreservedly.

Ralph W.

5/5

As potential new clients who approached Apex on the basis of a recommendation from trusted friends, we have not been disappointed! We nevertheless tested Chris's advice, through consultation with a family member who is 'in the business', and found that he was prepared to address our resulting questions in a very respectful and comprehensive way. This has led to us becoming signed up clients of Apex and feeling that we have received financial planning guidance that is very much in tune with our instincts and wishes and which has set us on a path that is carefully tailored to our needs. Overall our experience so far has been characterised by a very courteous reception, high professional standards and a mutual respect that all combine to create optimism for our financial future.

Rose P.

5/5

My experience of Apex CB was very pleasant, friendly and professional. Chris Ryan was well informed on my financial status and offered sound advice on future pension planning, retirement and investment. I would definitely recommend them.

Derek V.

5/5

Apex CB are a small and very professional organisation. Chris Ryan, their principal advisor, is friendly, very approachable and knowledgeable about the finance industry and all things related to my personal finance.
He has carefully managed pensions and savings for me and my wife over the last 6 years and provided a flexible approach to investments matched to our levels of risk during that time. I would recommend them highly, and above other financial advisors that I have used in the past, for anybody that needs their personal finances professionally managed.