Apex CB Financial Planning Ltd - Financial AdviserApex CB Financial Planning provides an independent financial advisory service, based in Weymouth, Dorset. The company has been providing independent financial planning advice since 1999, and prides itself on offering a customer-focused service, with initial advice followed up by regular reviews. Building long-term relationships with clients is key to their success.
The business provides advice for planning throughout life starting with savings and mortgages; through life, health and critical illness insurance to cover the needs during the family stage; then on to retirement planning where pensions become more important; and finally to estate planning and mitigation strategies to help their clients keep their wealth within the family.
Apex CB Financial Planning also assists companies with their corporate planning needs, which includes business finance and banking, corporate investments, retirement planning for directors, and employee benefits packages.
The company has established relationships with other professional advisory services, including major local firms of accountants, solicitors, and bankers.
Hours of BusinessApex CB Financial Planning Ltd are open for business from 9.00 to 17.00 Monday to Friday.
Apex CB Financial Planning Ltd is also listed in...Financial and Legal > Personal Finance > Financial Advisers
Financial and Legal > Personal Finance > Financial Planners
Financial and Legal > Personal Finance > Mortgages
South West > Dorset > Weymouth
Last updated : 18 September 2006 | View Larger Map / Directions >
Nearest Travel Links | Bournemouth Airport - 43.8 mi.
|  | Weymouth - 0.4 mi.
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