Apex CB Financial Planning Ltd are independent financial advisers established in 2004 from the merger of Apex Financial Planning and CB Financial Services Ltd. Our aim is to provide an outstanding service to corporate and personal clients with highly qualified practitioners providing financial solutions to individual and corporate clients. Apex CB Financial Planning offers a professional, yet friendly and effective service for you or your company, through a wide range of solutions backed up with market-leading research systems. We believe that websites can’t advise people on their financial futures, nor should they. When dealing with people’s finances a personal touch is necessary, allowing us to identify and evaluate your own personal needs and aspirations. We are focused on building long term client relationships as we believe that this is the most effective way for clients to achieve their financial goals.

independent financial advisers Weymouth Dorset Investments and savings advice Estate planning and inheritance tax mitigation Fee based planning Apex CB Financial Planning Ltd Financial Services Weymouth Dorset
Apex CB Financial Planning Ltd are listed in; Dorset Business Directory : Weymouth Business Directory : Financial Services Directory : Financial Services in Weymouth : Financial Services in Dorset