Business Details
Your Trusted Financial Advisers in Poole, Dorset
Established as Dorset's leading independent financial guidance experts, Apex CB has built a reputation for delivering personalized service and unwavering commitment to client financial well-being. Our whole-of-market approach grants access to the full spectrum of regulated financial products, ensuring client interests remain paramount. With a dedicated team serving Poole, Bournemouth, Dorset, and South Hampshire, we offer tailored advice through office consultations or home visits. Our expertise spans pension planning, mortgage advice, estate planning, and specialized financial strategies for business owners and armed forces personnel.Regulated by the Financial Conduct Authority since 2007 (FCA 507964), we combine technical proficiency with clear communication to demystify complex financial concepts. Client testimonials highlight our ability to transform financial uncertainty into structured security, evidenced by 47 five-star Google reviews. Through annual financial reviews and responsive client support, we maintain long-term relationships built on trust and demonstrable results.
Services
Financial Planning
Pension Advice
Mortgage Guidance
Estate Planning
Investment Management
Tax Optimization
Business Financial Strategy
Life Insurance
Critical Illness Cover
Retirement Planning
Highlights and features
- We offer personalized financial strategies tailored to individual needs
- Our whole-of-market status provides access to 1000+ regulated products
- Experienced team with 15+ years average industry expertise
- FCA-regulated since 2007 with proven compliance track record
- Home visits available across Dorset and South Hampshire
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional pension planning
Clear communication
Professional expertise
Tailored financial strategies
Responsive support
Services
Financial Planning
We create comprehensive financial plans tailored to individual life stages and goals. Our approach combines risk assessment, investment strategy, and tax efficiency to build sustainable wealth. Clients receive ongoing support through annual reviews and market updates.
Pension Advice
Specialist guidance on pension consolidation, contribution strategies, and retirement income planning. We help clients navigate complex pension rules while optimising tax efficiency and growth potential through regulated products.
Estate Planning
Structured approach to inheritance tax mitigation and asset distribution. Our strategies incorporate wills, trusts, and insurance solutions to preserve family wealth while complying with current legislation.
Business Financial Strategy
Integrated business and personal financial planning for owners. Services include director remuneration strategies, company pension schemes, and succession planning to optimise both business and personal financial outcomes.
Investment Management
Customised investment portfolios aligned with client risk profiles and financial objectives. We offer active monitoring and rebalancing services using FCA-approved investment vehicles across multiple asset classes.
People
Chris Ryan
Managing Director
BA (Hons) Dip PFS qualified with 20+ years' experience in financial planning. Specialises in pension strategy and retirement income planning for private and corporate clients across Dorset.
Christopher Hoar
Financial Planner
BA (Hons) qualified financial planner with expertise in investment management and tax-efficient savings strategies. Provides tailored advice to high-net-worth individuals and business owners.
Peter Ford
Independent Consultant
Experienced consultant specialising in complex financial cases. Focuses on estate planning and intergenerational wealth transfer solutions for clients with substantial assets.
David Robinson
Administrator
Handles client account administration and compliance documentation. Ensures all regulatory requirements are met while maintaining efficient client communication channels.
Dan Howe
Paraplanner
Supports financial planners with technical analysis and report preparation. Qualified in financial services with expertise in investment research and portfolio construction.
Questions
What financial services do you specialise in?
We specialise in pension planning, investment management, estate planning, mortgage advice, and business financial strategy tailored to individual client needs.
Are you regulated by the Financial Conduct Authority?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA registration 507964) since 2007.
Do you offer home visits for financial consultations?
Yes, we provide home visits across Dorset and South Hampshire for client convenience.
How do you charge for financial advice?
We offer a free initial consultation. Our charges are transparent and detailed in our 'Our Charges' section, with fees based on service complexity.
Can you help armed forces personnel with financial planning?
Yes, we specialise in financial planning for current and former armed forces personnel, including MOD-endorsed services through SIIAP.
What areas do you cover in Dorset?
We serve Poole, Bournemouth, all Dorset locations, and South Hampshire, with both office and home visit options available.
