Apex CB Financial Planning

Specialties

Apex CB Financial Planning Ltd is a highly experienced Independent Financial Adviser providing holistic financial planning and Wealth Management services to personal and corporate clients in the UK. Based in Lytchett Minster near Poole, we provide financial advice throughout Dorset and South Hampshire.

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.

History

Established in 2003.

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.

Meet the Business Owner

Chris R.

Business Owner

Senior Financial Adviser with 20 years experience, Chris is also the Managing Director, specialising in Wealth and Pensions management. Chris is qualified to Level 4 Diploma standard, as well as achieving specialist qualifications in Equity Release, Home Reversion Plans and Long Term Care fees planning. This means that when you speak to Chris you know that you have access to the latest information about all of the financial solutions on offer