Welcome to our website

welcome

You have found us because you are looking for sound, financial advice. As professional Independent Financial Advisers, Apex CB Financial Planning are authorised to deal with many forms of financial services, and specialise in giving advice to clients on a wide range of subjects to assist with personal financial planning.

We listen to your needs, and offer clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

Why an Independent Financial Adviser?
As Financial Advisers, Apex CB Financial Planning have access to a wide range of products and services available in the UK - as opposed to a Tied Agent or Company Representative, who may only advise and offer products from the company they represent. This means that we are able to give you impartial advice and recommend the most appropriate products for you, so that you will enjoy choice, value for money and our high-quality service.

As and when necessary, we shall also be pleased to introduce you to the services of other professionals such as Solicitors, Accountants and Stockbrokers.

We look forward to being of service to you, meanwhile please enjoy our site with all of its varied and interesting topics.

Contact Apex CB Financial Planning for further information

Apex CB Financial Planning

Lupins Business Centre
1-3 Greenhill
Weymouth
Dorset
England
DT4 7SS
Location MapDirections

tel: 01305 775850
fax: 01305 775851
info@apexfinancial.co.uk

Apex CB Financial Planning is an appointed representative of LighthouseXpress Ltd which is authorised and regulated by the Financial Services Authority. LighthouseXpress Ltd, Rydon House, Pynes Hill, Exeter, Devon EX2 5AZ
LighthouseXpress Ltd is entered on the FSA register under reference 195199
The FSA do not regulate National Savings products, personal and commercial loans, wills/will writing, utilities, book sales or some forms of mortgage, tax planning, inheritance tax planning, offshore funds or equity release schemes.

The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers resident in the UK aged 18 and over.