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Apex CB Financial Planning Limited

About

We are an Financial Adviser based near Poole, Dorset, providing independent financial advice to businesses and individuals.

At Apex CB Financial Planning, we are committed to providing you, our valued customer, with an exceptional experience that prioritises your financial well-being and long-term success.

Quality is at the heart of our service: Our team of expert advisors possesses a wealth of knowledge and experience, ensuring that you receive top-notch advice and guidance. We are dedicated to delivering accurate, reliable, and insightful solutions tailored to your specific needs, allowing you to make informed decisions with confidence.

Savings are a fundamental aspect of your financial journey, and we are here to help you maximise your resources. Through our comprehensive approach to financial planning, we explore opportunities to optimise your financial position, reduce expenses, and uncover strategies that can unlock greater savings potential. Our aim is to empower you to achieve your financial goals efficiently and effectively.

Assurance is paramount in our relationship with you. As an independent financial advisor, we act in your best interest, providing transparent and ethical advice. Your trust is invaluable to us, and we uphold the highest standards of integrity and fiduciary responsibility. With us by your side, you can have peace of mind, knowing that your financial interests are safeguarded at all times.

Financial security is our shared objective. We understand the importance of planning for your long-term financial well-being. Whether it’s retirement planning, risk management, or protection against unforeseen circumstances, we develop tailored strategies to address your specific goals and aspirations. Our goal is to provide you with a solid foundation for financial security, empowering you to face the future with confidence.
Personalisation is at the core of our service approach. We recognise that your financial journey is unique, and we take the time to understand your individual circumstances, preferences, and aspirations. By truly getting to know you, we can deliver personalised solutions that align with your specific needs, providing you with a roadmap designed exclusively for your financial success.

Choose us, where quality, savings, assurance, financial security, and personalisation converge to create an exceptional customer experience. We are dedicated to your financial well-being and look forward to accompanying you on your journey towards a prosperous and secure future.

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Contact Information

Opening Hours

Monday
08:30

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17:00
Tuesday
08:30

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17:00
Wednesday
08:30

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17:00
Thursday
08:30

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17:00
Friday
08:30

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14:30

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Location

Special Offer(s) for the Together Community