Apex CB Financial Planning Ltd

Chris took all our financial information and did a thorough review. He then sat down with us and discussed what we wanted for our future. He worked his magic and came up with various options to manage our finances to give us the financial freedom to fulfill our plans. An indepth review looking at all our possible options, well worth the time, effort, and cost. I would recommend Apex CB unreservedly.

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.

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!

Apex CB are a small and very professional organisation. Chris Ryan, their principal advisor, is friendly, very approachable and knowledgeable about the finance industry and all things related to my personal finance.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 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.

As potential new clients who approached Apex on the basis of a recommendation from trusted friends, we have not been disappointed! We nevertheless tested Chris's advice, through consultation with a family member who is 'in the business', and found that he was prepared to address our resulting questions in a very respectful and comprehensive way. This has led to us becoming signed up clients of Apex and feeling that we have received financial planning guidance that is very much in tune with our instincts and wishes and which has set us on a path that is carefully tailored to our needs. Overall our experience so far has been characterised by a very courteous reception, high professional standards and a mutual respect that all combine to create optimism for our financial future.

Apex CB continues to keep my finances on track and help deliver favourable returns in a challenging financial market. With their comprehensive service I get a full review every year with a personal financial adviser who is able to answer any questions. I have no hesitation in recommending Apex CB to my family and friends.

Chris has been advising me for around 15 years and I consider that during that time he's provided me with good guidance. He's helpful in suggesting options and making recommendations on ways to achieve what I want to. He's reassuring when circumstances change, and always takes care to understand my own attitude to risk. What's more, he and the team at Apex are always very pleasant to deal with.

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.

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