Apex CB Financial Planning Ltd
Apex CB Financial Planning Ltd is a financial services company based in Poole, England. They specialize in providing expert advice and guidance on superannuation planning to their clients. With a team of experienced superannuation consultants, Apex CB Financial Planning Ltd is dedicated to helping individuals and businesses achieve their financial goals and secure their future.
Introduction to Apex CB Financial Planning Ltd
Apex CB Financial Planning Ltd is a financial planning company based in Poole, England. The company was established with the aim of providing top-notch financial services to its clients in the United Kingdom. What sets Apex CB Financial Planning Ltd apart is its team of highly experienced Superannuation Consultants who are dedicated to helping clients achieve their financial goals.Services & products
Apex CB Financial Planning Ltd offers a wide range of financial services to its clients. These services include investment portfolio management, retirement planning, wealth protection, and tax planning. The company also offers financial advice on superannuation and insurance.Location
Apex CB Financial Planning Ltd is located in Holton Heath, Poole. The area is known for being a hub for businesses, with a variety of different industries represented. The location is easily accessible by public transportation, with the Holton Heath railway station just a short distance away. Other nearby transportation options include the Wareham railway station and the Poole Bus Station.Benefits
Clients who choose Apex CB Financial Planning Ltd can expect to receive personalized financial advice tailored to their specific needs. The company's team of Superannuation Consultants are experts in their field and are committed to helping clients achieve their financial goals. Apex CB Financial Planning Ltd also offers a high level of customer service, ensuring that clients feel valued and supported throughout their financial journey.Good to know
Clients should be aware that Apex CB Financial Planning Ltd is committed to providing transparent and ethical financial advice. The company operates under strict guidelines to ensure that clients receive the best possible financial advice.Reviews
Customers have given Apex CB Financial Planning Ltd high ratings for its professionalism, expertise, and customer service. Clients have praised the company's Superannuation Consultants for providing clear and concise financial advice that is easy to understand. Overall, customers have found Apex CB Financial Planning Ltd to be a reliable and trustworthy financial planning company.Amenities
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financial advice -
retirement planning
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investment strategies
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tax planning
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pension advice
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risk management
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estate planning
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insurance
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wealth management
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online access
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customer support
FAQ
What is your track record in helping clients maximize their superannuation?
At Apex CB Financial Planning Ltd, we have a proven track record of helping clients maximize their superannuation. Our team of experienced superannuation consultants utilizes their knowledge and expertise to offer tailored advice to each individual client, ensuring they are able to make informed decisions about their retirement savings.What types of superannuation products do you offer and how do they differ from one another?
We offer a range of superannuation products to suit the unique needs of our clients. These include industry super funds, retail super funds, self-managed super funds, and corporate superannuation plans. Each of these products differs in terms of investment options, fees, and other features, and our team can help clients navigate these differences to find the most suitable product for their needs.How do you determine the best superannuation strategy for each individual client?
Our team of superannuation consultants takes a holistic approach to determining the best superannuation strategy for each individual client. We consider factors such as their age, income, retirement goals, and risk tolerance, as well as any specific preferences they may have for investment options or fees. Based on this information, we develop a personalized strategy that is designed to help them achieve their retirement goals.What fees do you charge for your services and how are they calculated?
Our fees for superannuation consulting services vary depending on the complexity of the client's needs and the services required. We are transparent about our fees and will provide a detailed breakdown of all costs upfront. Our fees are calculated based on an hourly rate, and we do not charge a percentage of the client's superannuation balance.Can you provide references or testimonials from satisfied clients who have used your services for superannuation consulting?
Yes, we are happy to provide references or testimonials from satisfied clients who have used our services for superannuation consulting. We have a strong track record of delivering excellent results for our clients, and many of them have provided positive feedback about their experiences working with us.Reviews
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A Ya
Thanks to Chris's amazing financial management I was able to retire as Inclusion Manager at Shaftesbury School in 2014. I joined a conservation group in Indonesia for a few months, then picked up teaching for 2 days a week during Covid. I am again retired and off to Galapagos and Ecuador for a month. Thank you Chris for all your advice. I will send you a postcard.
28-03-2023
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Brian Rous
A valuable service! All the staff are helpful, very professional and approachable. Would highly recommend this companies services.
28-10-2022
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ELSPETH VANGUARD
Chris guided us through our relative inexperience with financial matters in a way that was clear but not patronising. No question was too stupid. He allayed our fears and gave us a clear plan based on our own willingness to take risk and future needs.
28-08-2022
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A Watson
Apex CB Financial Planning has provided excellent service over many years
28-07-2022
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Mike Watson
Chris & the Apex CB team have provided help & financial advice to myself For many years. Always polite & courteous & nothing is too much for them. Their services have never been more appreciated than as of now. So if you are in need of financial planning & advice make that phone call to them, yo won’t regret it. Highly recommended. 4
28-05-2022
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Andrew Richardson
28-05-2022
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Marilyn Benstead
We have been with this Company for a number of years and have received very good service and sound financial advice and guidance. We would have no hesitation in recommending Apex CB Financial Planning Ltd.
28-05-2022
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Joyce Badham
I am delighted with my dealings with Apex. Everything his always explained in terms that even I can understand and I am never made to feel that I am asking a stupid question. Any communications are always answered very quickly.
28-05-2022
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Brian Carpenter
I have just had my yearly review with Apex CB Financial Planning. I would highly recommend anyone looking for Financial Planning to give Apex a call. I have been with them a few years. They offer a very professional service and they go out of their way to explain things in a very helpful way, making your options very clear. Apex also have some great tools which help to visually explain the markets trends and providing the forecasting that you are after. Thank you again to the Apex team.
28-05-2022
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Linda Carruthers
The whole pension process was explained in a way that I could understand giving me a clear understanding of what the process was to enable me to access my pension and what the long term plan would be. I feel that I have now a good understanding of what to expect from how things will work and know that should I have any questions at anytime regarding my pension that I would have no hesitation in asking for more help or guidance. I would definitely recommend Chris at Apex CB Financial Planning if you need help with your financial affairs. Thank you for all your help.
28-05-2022
