We have an experienced team providing holistic financial advice and Wealth Management services. You can find out more about how we work and our range of services using these links. Acting with trust and integrity in central to our core values when dealing with you. Finding a financial advisor that you can trust can be difficult.
You will see that we have great reviews, so you can be sure that we are as good as our word. Our "whole of market" status means that we have access to the full range of regulated financial products and services. So, you can be assured that we will always put your interests first when looking after your money.
You will see that we have great reviews, so you can be sure that we are as good as our word. Our "whole of market" status means that we have access to the full range of regulated financial products and services. So, you can be assured that we will always put your interests first when looking after your money.
Services
Our team at Apex CB Financial Planning is knowledgeable, experienced and highly qualified. We have a range of skills so that we can look after your needs. This means that we go the extra mile to ensure that you get the best advice and have a great experience. A Senior Financial Adviser and Managing Director with 25 years experience.
At Apex CB Financial Planning we have over 15 years of experience in providing financial advice. We cover Poole and Bournemouth, and right across Dorset and Hampshire. Whether you want to find the best ways to make your savings grow or plan for retirement we can help you to choose the right investment product to get better growth, pay less tax, and invest in a socially responsible way.
Reviews (10)
Anthony Thompson
Oct 22, 2021
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Katrina Offord
Jun 24, 2021
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We engaged Apex to help up with our mortgage search. Simone was our contact and made the process a smooth and upbeat experience. The application was completed quickly with no issues. Simone went above and beyond to ensure that we understood the process and had all the right information when making our mortgage decision. I highly recommend Apex - these are the chaps to use!
Brenda Chittenden
Apr 13, 2021
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Graham Wood
Feb 28, 2021
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From the outset we have considered Chris and his team to be trustworthy and that they always have the interests of the client at heart. After reviewing our attitude to risk Chris suggested a variety of investment options tailored to our personal circumstances. We have an annual review to discuss our needs and any change of circumstance.
Rose Pepper
Dec 26, 2020
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Mike Mears
Nov 17, 2020
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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
Aug 02, 2020
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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
Thomas Lewis
Jul 26, 2020
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Chris Ryan came into our school twice to deliver inspiring and interesting workshops to our Year 7 and 8 children. The material was excellent, engaging and well-matched to our children's abilities. Every child left having gained knowledge and insight into the risk sector, best of all, whilst playing games. Thank you so much, Chris, we look forward to seeing you next year!
Peter Down
Jul 25, 2020
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Short version; Chris Ryan and his team have always listened to my requirements and discussed their proposed investment strategy to provided excellent returns. They are a friendly team that take the time to discuss your aspirations and interests so as to allay any concerns you may have.
I first sought an advisor in 2003, after a personal recommendation from a colleague pointed me to CB Financial Services, later taken over by Chris to become APEX CB.
I had heard horror stories about managed funds having excessive fees and hidden charges so from the outset I expected, and have always received, complete
I first sought an advisor in 2003, after a personal recommendation from a colleague pointed me to CB Financial Services, later taken over by Chris to become APEX CB.
I had heard horror stories about managed funds having excessive fees and hidden charges so from the outset I expected, and have always received, complete
Alison Edwards
Jun 26, 2020
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Chris has been advising me for around 15 years and I consider that during that time he's provided me with good guidance. He's helpful in suggesting options and making recommendations on ways to achieve what I want to. He's reassuring when circumstances change, and always takes care to understand my own attitude to risk. What's more, he and the team at Apex are always very pleasant to deal with.
