Welcome to Apex CB Financial Planning. We provide Independent financial advice in Dorset. We are based in Holton Heath, near Poole, Dorset.
We have an experienced team providing holistic financial advice and Wealth Management services. You can find out more about how we work and our range of services using these links. Acting with trust and integrity in central to our core values when dealing with you. Finding a financial advisor that you can trust can be difficult.
You will see that we have great reviews, so you can be sure that we are as good as our word.
Email : info@apexcb.com
Number : 01202 622223
Office Location : Suite 2, Jellicoe House, Admiralty Park, Station Road, Holton Heath, Poole BH16 6HX