Apex CB Financial Planning Ltd

Chris and team have assisted with aspects of the allocation of my grandmother's estate (for whom he handled the majority of her financial affairs previously) and has impressed both me and my sister with their courtesy and professionalism throughout. Chris has been willing to go the extra mile and patiently answered any and all of my questions and I would heartily recommend him to anybody seeking financial services.

I've worked with Apex CB for many years. I target firms who are well organised and easy to deal with, technically astute to understand the opportunities and impacts of a forever changing financial world and a company ethos of wanting to excel in the service they offer their clients and Chris and his team always surpass my expectations. Keep up the great work.

Chris has always been a pleasure to deal with and I cannot recommend his service highly enough.

I am a divorcee and find dealing with my finances quite hard. I have been a client of Apex CB for many years and have found everybody in the office helpful, polite and efficient. Christopher Ryan is approachable and always seems to find time to explain the advice he gives clearly, making it easy for me to make the necessary decisions. I trust him and his team implicitly and hope that they will look after my affairs into my old age. I am happy to reccommend Apex CB.

Apex CB have dealt with ISA, Pension and other investments for me over many years. I have always been pleased with the quality of advice given and know that it is specific to my circumstances. The performance of my investments is regularly monitored. The whole of the team at Apex CB are very attentive and nothing is too much trouble.

I have been working with Chris and his team for over two years now and have always found the whole team to be willing to disuss my needs and to find answers that suit my ever changing position. The information systems they use make it very easy for me to know exactly where I stand financially at a moments notice, and I have now offered to work with Chris to trial some new financial planning application that I think may benefit all of you. I would recomend Apex without question.

Apex CB has treated me with courtesy warmth and friendly patience. Ever willing to answer any queries I've had. As for results, great! They have so far been reliably coming up with the goods. Thank-you guys.

I have been a customer of Apex both for my company pension scheme and my personal requirements- I have been impressed by the work carried out by Chris and his ever smiling team. R Hart Hart Marketing.

I find Christopher is a very personable young man who has been a great help financially to me, advising me with good investments and in the present economic climate has taken steps to safeguard my monies.

My wife and I have been clients of Mr Chris Ryan, Director of Apex CB Financial Planning, for over 20 years. During this time we have received sound financial advice which has enabled our investments to regularly increase in value. We have an extremely useful annual meeting with Mr Ryan to discuss our investments to make any adjustments considered necessary. The office staff of the company are courteous and well versed in providing any information requested. We would have no hesitation is recommending the services provided by this company.

This company rescued our dwindling funds and made them safe after another company ignored our pleas for help when the banks crashed. We have complete faith in their ability and confident that they will not let us down.

So far, 3 generations have used Apex and we have all been very happy with the service Chris and his team provide. The personal touch and an in depth understanding of requirements makes Apex stand out from the rest. The financial markets have been volatile over the past few years but by listening carefully to Chris and trusting in his years of experience, I have been very happy with the outcome. I wish Apex continued success and would recommend their service without hesitation.

I have been using Apex CB financial planning for a number of years now and have always been impressed with the service provided and the recommendations made. One specific example was arranging my bank base rate tracker mortgage which hasbeen fantastic value throughout especially in the current low interest rate environment. I would highly recommend the services offered here regardless of your your reason for seeking independent financial advise.

I have always been given good advice in keeping with my wishes. chris ryan has also spoken to the dorchester branch of carers uk giving advice on affording long term care and trusts.

As an experienced solicitor specialising in advising older people on the safequarding of their assets, I have closely worked with Chris over the past 9 years. I have referred numerous clients to him and have received very positive feedback from them. Chris is in it for the long haul, he wants to build a lasting client relationship based on trust and value. He works very hard to get to know his clients and their circumstances and then plan their finances with them for the long term. Give him a try, I think you'll be pleased.

Having worked with apex over the past month I have come to understand the values that the team place on customer service delivery and satisfaction. This goes beyond the norm as the team always strive to provide clients with the best advise irresopective of the return for them. Chris understands that in difficult times his business is best positioned by offering value for money and a real return on investment for his clients in the knowledge that those clients will also recomend him to their friends and business contacts. I would happily recomend Apex to all of you reading this- call them and see for yourself.