Apex CB Financial Planning Ltd - Independent Financial Advisors - Weym..
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 Apex CB Financial Planning Ltd Lupins Business Centre, 1-3 Greenhill, WEYMOUTH, DT4 7SS www.apexcb.com View Tel / Fax Details  Send Enquiry Company DescriptionApex CB Financial Planning Ltd are exceptionally experienced Independent Financial Advisers providing an holistic financial planning and wealth management service to personal and corporate clients throughout the Dorset and SW Hampshire area.Their clients look to them to provide a range of financial services where trust and integrity are an essential part of the service delivery. Clients can be assured that financial solutions and service systems have been designed to provide access to as much information needed at the touch of a button, or via a single telephone call to the office, where staff will be totally responsive. Technology-driven. By using the latest technology an outstanding level of information can be provided to every client in a totally secure environment of the kind that is normally only available to the wealthiest clients. This includes access to financial products and records from any computer or smart phone 24 hours a day, 7 days a week *. Informative. Most important of all is the ability to tell clients where their money is and how well investments are performing, and manage financial transactions in the most timely and efficient manner using online technology. Whether embracing the latest technology or preferring more traditional methods all clients will receive a level of service that is second to none. Environmentally aware. Using paperless systems has facilitated a Green policy to ensure that damage to the planet is limited by reducing the use of paper by up to 90%. - Not all insurers and investment companies offer daily online valuation updates. Key Services
The last 10 Customer Reviews
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Apex CB Financial Planning Ltd is featured in...National CategoriesFinance > Personal Finance > Independent Financial AdvisorsFinance > Personal Finance > Financial Planners Finance > Personal Finance > Mortgages Local CategoriesWeymouth Financial AdvisersWeymouth Mortgages LocationSouth West > Dorset > WeymouthExternal Pages
| Ranked No. 4 out of 538 UK Independent Financial Advisors (IFAs) Review SummaryRating Summary Trend
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5.0 out of 5
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. 
4.3 out of 5
3.7 out of 5
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