Based in Lytchett Minster near Poole, we provide financial advice throughout Dorset and South Hampshire. Apex CB Financial Planning Ltd is a highly experienced Independent Financial Adviser providing holistic financial planning and Wealth Management services to personal and corporate clients in the UK.
INDEPENDENT FINANCIAL ADVICE IN DORSET – APEX CB FINANCIAL PLANNING
Apex CB Financial Planning is an Independent Financial Adviser based in Lytchett Minster, near Poole in Dorset.
At Apex CB Financial Planning we have a small but highly experienced team that provides holistic financial planning and Wealth Management services to personal and corporate clients throughout Dorset and South Hampshire.
We always act with trust and integrity, and our independent status means that we have access to the full range of regulated financial products and services that are currently available, so you can be assured that we will always put your interests first when looking after your money.
We aim to deliver an outstanding service and encourage our clients to leave us feedback so that we can continuously improve. Please take a look at our testimonials to see what our clients have said about us.
To find out how we could help you please call on 01202 622223 or complete our contact form to request an appointment – free of charge and with no obligation.
Please note that all the information provided in this website is for UK residents only. The information provided should not be construed as advice.
HOW WE WORK:
Obtaining financial advice can be a daunting process and we want to make it as easy and straightforward as possible for you.
Our aim is to ensure that you are kept informed at each stage of your discussions with us, and we only move forward when you are ready to.
Consult:
When we first meet, we will discuss your aims and needs in general before going on to conduct a thorough financial review. The first consultation is at our expense and you are under no obligation to proceed further. You will be made aware of our charging structure prior to any subsequent work being undertaken. You should allow up to 2 hours for us to thoroughly understand your needs and objectives.
Analyse:
During the research process the adviser and researcher will undertake a detailed analysis and discuss your needs. Using the latest software we will select options from the range of financial products and services to provide a bespoke solution. We will then produce the documentation to implement the advice, including personalised quotes and key features documents. If appropriate, we will provide a full report of our recommendations for discussion with you at the subsequent meeting. Depending on the complexity of your requirements will depend on the amount of time spent and therefore the cost. 4-6 hours is typical
for this stage.
Implement:
At the next meeting we will discuss our research and explain how our recommendations meet your needs. If you are ready we will then complete the necessary paperwork and set up your personal client website. We then ensure that all of your paperwork is in order and undertake a compliance check to make sure that we have met the requirements of the Financial Services Authority and other regulatory bodies, which includes verifying your identity and home address.
Review:
Over time your life changes and reviews are the way that you maintain your financial plans, in the same way that you would maintain your house or car.