Business Details
Your Trusted Financial Advisers in Poole
Established as Dorset's leading independent financial guidance experts, Apex CB provides personalized financial planning solutions tailored to individual client needs. With a whole-of-market approach, we access a comprehensive range of regulated financial products to prioritize client interests. Our services span financial planning, pension strategies, mortgage advice, and business financial solutions across Poole, Bournemouth, Dorset, and South Hampshire. The team combines technical expertise with clear communication, offering home visits and office consultations to accommodate client preferences. Regulated by the Financial Conduct Authority since 2007, we maintain a proven track record of delivering transparent, jargon-free financial advice. Our commitment to client education is demonstrated through free initial consultations and extensive educational resources including videos, blogs, and financial glossaries.The experienced team includes certified professionals with specialized knowledge in military pensions, business financial planning, and retirement strategies. We serve diverse client groups including business owners, professionals, retirees, and armed forces personnel, adapting our approach to each client's unique circumstances. Our office in Holton Heath provides accessible face-to-face meetings while maintaining strict data protection standards. With 47 Google reviews highlighting our approachability and expertise, we continue to build trust through consistent, personalized service delivery.
Services
Financial Planning
Pension Advice
Mortgage Advice
Estate Planning
Business Financial Advice
Life Insurance
Critical Illness Cover
Retirement Planning
Tax Efficiency Strategies
Forces Financial Guidance
Highlights and features
- We are FCA regulated with 17 years of industry experience
- Our whole-of-market approach provides unbiased product recommendations
- We offer home visits for client convenience
- Specialist knowledge in armed forces financial planning
- 47+ verified Google reviews demonstrating client satisfaction
Associations and certifications
- Financial Conduct Authority (FCA)
- Services Insurance and Investment Advisory Panel (SIIAP)
What people say
Excellent service
Professional and approachable
Sound financial advice
Personalized guidance
Trusted expertise
Services
Financial Planning
We create personalized financial roadmaps tailored to individual life stages and goals. Our comprehensive approach covers cash flow management, investment strategies, and risk protection. With regular reviews and market-wide product access, we ensure your financial plan evolves with changing circumstances while maintaining FCA-regulated standards.
Pension Advice
Our specialists help maximize retirement savings through strategic pension contributions and tax-efficient arrangements. We provide clear guidance on pension freedoms and income drawdown options. With expertise in both private and military pensions, we help clients navigate complex retirement decisions while ensuring compliance with regulatory requirements.
Mortgage Advice
We offer independent mortgage advice covering residential and buy-to-let financing options. Our whole-of-market approach compares thousands of products to find suitable solutions. We explain different mortgage types and associated risks while providing ongoing support throughout the mortgage term and beyond.
Estate Planning
Our estate planning services focus on preserving wealth for future generations. We help implement inheritance tax mitigation strategies and create comprehensive succession plans. Through will writing assistance and trust arrangements, we ensure your assets are distributed according to your wishes while minimizing potential tax liabilities.
Business Financial Advice
We provide tailored financial solutions for business owners including remuneration planning and pension contributions. Our services help optimize tax efficiency through salary sacrifice arrangements while aligning business and personal financial objectives. We offer strategic guidance on business succession and owner retirement planning.
People
Chris Ryan
Managing Director
With over 20 years' experience, Chris provides expert financial guidance to individuals and businesses. His approach combines technical expertise with clear communication, helping clients navigate complex financial decisions while maintaining FCA compliance standards.
David Robinson
Administrator
David supports clients with administrative matters, ensuring smooth implementation of financial plans. His attention to detail and client-focused approach contributes to the firm's reputation for reliable, professional service delivery.
Eleanor Hollywood
Administrator
Eleanor provides essential administrative support to the advisory team. Her organizational skills ensure efficient client service delivery while maintaining strict compliance with financial regulations and data protection requirements.
Christopher Hoar
Financial Planner
Christopher offers specialized financial planning services, focusing on helping clients achieve their long-term goals. His expertise covers investment strategies, retirement planning, and tax-efficient wealth management solutions for diverse client needs.
Peter Ford
Independent Consultant
As an experienced consultant, Peter provides specialist financial advice on complex cases. His extensive industry knowledge helps address unique client circumstances while maintaining the firm's commitment to high professional standards.
Questions
What financial services do you specialize in?
We specialize in financial planning, pension advice, mortgage solutions, estate planning, and business financial strategies tailored to individual needs.
Are you regulated by financial authorities?
Yes, we are authorized and regulated by the Financial Conduct Authority (FCA registration no 507964).
Do you offer home visits for consultations?
Yes, we provide home visits for client convenience across Dorset and South Hampshire.
What areas do you serve?
We serve clients in Poole, Bournemouth, Dorset, and South Hampshire with both office and home visit options.
How do you charge for your services?
We offer a free initial consultation with no obligation. Our charging structure is transparent and discussed upfront with all clients.
Do you work with armed forces personnel?
Yes, we're approved by SIIAP to advise HM Forces and specialize in military pension planning and transition support.
