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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 Financial Planning Ltd Specialises In

About Apex CB Financial Planning Ltd

  • Languages Spoken: English

What to Expect

  • Advice Methods: Face-to-Face (Office), Telephone, Online
  • Appointments Available: Weekdays
  • Free Initial Consultation: Yes
  • Responds to enquiries within: One working day

Regulatory Information

  • Financial Conduct Authority (FCA) Authorisation: Apex CB Financial Planning Ltd authorised and regulated by the Financial Conduct Authority
  • FCA Number: 507964
    View on FCA Register

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  • Monday08:30 AM - 05:00 PM
  • Tuesday08:30 AM - 05:00 PM
  • Wednesday08:30 AM - 05:00 PM
  • Thursday08:30 AM - 05:00 PM
  • Friday08:30 AM - 01:00 PM
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