Apex CB Financial Planning Ltd
Suite 2 Jellicoe House, Station Rd, Holton Heath, Poole BH16 6HX, United Kingdom
4.9
45 reviews
8 comments
PW79+8H Poole, United Kingdom
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Monday: 9–17
Tuesday: 8–17
Wedneasday: 8–17
Thursday: 8–17
Friday: 8–17
Saturday: Close
Sunday: Close
Tuesday: 8–17
Wedneasday: 8–17
Thursday: 8–17
Friday: 8–17
Saturday: Close
Sunday: Close
He has carefully managed pensions and savings for me and my wife over the last 6 years and provided a flexible approach to investments matched to our levels of risk during that time. I would recommend them highly, and above other financial advisors that I have used in the past, for anybody that needs their personal finances professionally managed.
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.
He allayed our fears and gave us a clear plan based on our own willingness to take risk and future needs.