Business Details
Your Trusted Financial Adviser in Poole
Welcome to Apex CB, Dorset's leading independent experts in financial guidance. With a proven track record of success, we offer personalised service and a genuine commitment to your financial well-being. Our whole-of-market status grants access to the full range of regulated financial products and services, ensuring your interests remain our priority. We serve Poole, Bournemouth, Dorset, and South Hampshire, offering home visits or office meetings at our Holton Heath location. Our experienced team provides holistic financial advice and wealth management, tailoring solutions for future planning, retirement, business owners, and armed forces personnel.We prioritise transparency, taking your privacy seriously while delivering clear explanations without jargon. As an FCA-authorised firm with SIIAP endorsement, we combine regulatory compliance with compassionate support for unique financial journeys. Our approach blends technical expertise with empathetic guidance, helping clients navigate life transitions, pension strategies, and tax optimisation. Whether you're building financial security, managing business responsibilities, or planning your legacy, Apex CB delivers informed decision-making tools to secure your financial future.
Services
Financial Planning
Retirement Advice
Mortgage Advice
Life Insurance
Estate Planning
Business Financial Planning
Armed Forces Financial Advice
Pension Management
Tax Optimisation
Wealth Management
Highlights and features
- We offer personalised financial planning with a whole-of-market approach
- Our team has extensive experience in financial guidance and wealth management
- We provide tailored solutions for business owners and armed forces personnel
- We are regulated by the Financial Conduct Authority (FCA)
- We offer home visits and office meetings in Holton Heath
Associations and certifications
- Financial Conduct Authority
- Services Insurance and Investment Advisory Panel (SIIAP)
What people say
Friendly care and guidance
Safe hands
Favourable returns
Clear plan
Excellent service
Services
Financial Planning
Our financial planning service creates tailored strategies for your unique circumstances. We help clients build financial security, manage investments, and prepare for life transitions. With whole-of-market access, we deliver comprehensive solutions that align with your personal and professional goals.
Retirement Advice
Specialised retirement advice focuses on maximising your pension income and ensuring financial security in later life. We help clients optimise their retirement savings, navigate pension freedoms, and create sustainable income strategies that maintain their desired lifestyle.
Mortgage Advice
Our mortgage advisory service provides expert guidance on property financing options. We help clients secure competitive mortgage deals, understand affordability criteria, and develop long-term repayment strategies that integrate with their overall financial plans.
Estate Planning
Estate planning services focus on preserving your financial legacy and simplifying asset transfer. We help clients implement tax-efficient strategies, create wills, and establish trusts to protect their wealth for future generations.
Armed Forces Financial Advice
Tailored financial advice for serving and retired military personnel addresses unique challenges including overseas postings, early retirement, and military pension complexities. Our SIIAP-endorsed team provides confidential guidance on transition planning and financial security.
People
Chris Ryan
Managing Director
Chris Ryan BA (Hons) Dip PFS leads our team with extensive financial planning expertise. He specialises in guiding clients through complex financial decisions with clear, jargon-free explanations and a client-first approach.
Christopher Hoar
Financial Planner
Christopher Hoar BA (Hons) provides expert financial planning services, focusing on creating tailored solutions that align with clients' personal circumstances and long-term objectives.
Peter Ford
Independent Consultant
Peter Ford brings specialist knowledge as an independent consultant, offering strategic financial advice to clients based on decades of industry experience and market insight.
David Robinson
Administrator
David Robinson BA (Hons) ensures efficient administrative support, maintaining our commitment to professional service delivery and client communication standards.
Eleanor Hollywood
Administrator
Eleanor Hollywood manages administrative operations with precision, supporting our team's ability to deliver timely, accurate financial advice to all clients.
Questions
What financial services do you specialise in?
We specialise in financial planning, retirement advice, mortgage guidance, estate planning, and tailored support for business owners and armed forces personnel.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority (FCA) with registration number 507964.
Do you offer services for military personnel?
Yes, we provide specialist financial advice for serving and retired armed forces members, endorsed by the MOD through SIIAP.
Can I receive home visits?
Yes, we offer home visits across Dorset and South Hampshire for client convenience.
What areas do you cover?
We serve Poole, Bournemouth, Dorset, and South Hampshire, with office meetings available at our Holton Heath location.
Is there a cost for initial consultations?
No, we offer free initial discussions with no obligation to help you understand our services.
Reviews (5)
Anthony Thompson
Oct 22, 2021
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Positive:Professionalism,Responsiveness
Always a courteous, friendly and very professional service with clear and simple to understand advice.
Always a courteous, friendly and very professional service with clear and simple to understand advice.
Katrina Offord
Jun 24, 2021
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We engaged Apex to help up with our mortgage search. Simone was our contact and made the process a smooth and upbeat experience. The application was completed quickly with no issues. Simone went above and beyond to ensure that we understood the process and had all the right information when making our mortgage decision. I highly recommend Apex - these are the chaps to use!
Brenda Chittenden
Apr 13, 2021
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Positive:Professionalism
Had a free consultation with Chris Ryan today. He came across as very professional and answered all our questions, and seemed to give good advice without being pushy. We think we will act on his advice.
Had a free consultation with Chris Ryan today. He came across as very professional and answered all our questions, and seemed to give good advice without being pushy. We think we will act on his advice.
Graham Wood
Feb 28, 2021
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From the outset we have considered Chris and his team to be trustworthy and that they always have the interests of the client at heart. After reviewing our attitude to risk Chris suggested a variety of investment options tailored to our personal circumstances. We have an annual review to discuss our needs and any change of circumstance.
Rose Pepper
Dec 26, 2020
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My experience of Apex CB was very pleasant, friendly and professional. Chris Ryan was well informed on my financial status and offered sound advice on future pension planning, retirement and investment. I would definitely recommend them.
