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Apex CB Financial Planning Ltd is an independent financial adviser based near Poole, Dorset. They guide individuals, business owners and members of the armed forces through every stage of their financial journey, offering whole-of-market advice across pensions, investments, mortgages and protection. As independent experts, they have access to the full range of regulated products and always put clients’ interests first Apex CB offers free initial discussions and personalised advice via face-to-face, phone or Skype meetings, covering Poole, Bournemouth, Dorset and South Hampshire. The firm is authorised and regulated by the Financial Conduct Authority (FCA number 507964). Contact: Suite 2 Jellicoe House, Station Road, Holton Heath, Poole BH16 6HX; phone 01202 622223; email info@apexcb.com; office hours Monday-Thursday 8:30 am-5:00 pm, Friday 8:30 am-1:00 pm

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  • Monday 08:3024 hours open
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