Apex CB Financial Planning Ltd - Poole

Apex CB Financial Planning Ltd is a financial planning company located at Suite 2 Jellicoe House, Station Rd, Holton Heath, Poole BH16 6HX, United Kingdom. They can be reached at 1202622223, and their website is apexcb.com. This company specializes in financial planning, financial consulting, investment services, and superannuation consulting.

Apex CB Financial Planning Ltd offers several convenient features, including online appointments, onsite services, and wheelchair accessibility. They have a wheelchair accessible entrance, parking lot, and restroom, as well as a restroom for all customers. This company is LGBTQ+ friendly and requires appointments.

According to Google My Business, Apex CB Financial Planning Ltd has received 46 reviews, with an average rating of 4.9/5. This indicates that customers are highly satisfied with the services provided by this company.

Some key features of Apex CB Financial Planning Ltd include their expertise in financial planning and consulting, as well as their investment services. They offer onsite services for customers who prefer in-person consultations, as well as online appointments for those who prefer remote consultations. Additionally, their wheelchair accessibility and LGBTQ+ friendly environment make them an inclusive and accessible option for all customers.

If you are looking for a financial planning company, Apex CB Financial Planning Ltd is an excellent option. Their high customer satisfaction ratings, convenient features, and specialized services make them a reliable and trustworthy choice. To learn more about Apex CB Financial Planning Ltd and to schedule an appointment, visit their website at apexcb.com.

Reviews of Apex CB Financial Planning Ltd

Brian Cookson

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

Caroline Vodden

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.

Brian Carpenter

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 Watson

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

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.

Mike Mears

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 Weeks

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 Pepper

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.