Apex CB Financial Planning Ltd Opiniones 

11
TrustScore: 4.5 sobre 5

4,4

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Información sobre la empresa

  1. Servicio de inversión

Información proporcionada por diversas fuentes externas

Based near Poole, Dorset, we provides financial planning & Wealth Management services to personal and corporate clients in Dorset and South Hampshire.


Información de contacto

4,4

Excelente

TrustScore: 4.5 sobre 5

11 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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4,4

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Valorada con 5 estrellas sobre 5

Financial advice fund care home fees

I met with Chris Ryan to chat about my mum’s finances - he was knowledgeable; informative and I felt that he understood our situation.

He was honest about what investments would or wouldn’t benefit us and clearly explained the different scenarios. I would recommend Apex CB financial planning and we will probably return to them for other financial advice.

Ps I found the fish tank and fish very soothing!

4 de febrero de 2020
Opinión espontánea
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Respuesta de Apex CB Financial Planning Ltd

Dear Tina, thanks for your great feedback. We are always keen to help where we can and myself and the fish hope to see you again soon.

Valorada con 5 estrellas sobre 5

Just a grateful thank you, Patricia.

I cannot praise Apex CB highly enough. Our investment was modest but
with continued guidance and complete trust in Chris Ryan and his team has meant that as a widow for the past 4 years I have kept my house and taken funds when necessary to pay for repairs and upgrading of the building.
I moved my grandson's savings from Nationwide , a meagre sum which blossomed to a staggering sum. He will be thrilled to receive a cheque to celebrate his 18th birthday.

5 de junio de 2018
Opinión espontánea
Valorada con 5 estrellas sobre 5

Apex CB have been a great help with…

Apex CB have been a great help with financial planning and I would highly recommend

25 de mayo de 2018
Opinión espontánea
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Respuesta de Apex CB Financial Planning Ltd

Thank you very much for your positive review.

Valorada con 5 estrellas sobre 5

Pension Experts

Friendly, knowledgeable and professional; I would highly recommend Apex CB for any financial advisory service.

23 de mayo de 2018
Opinión espontánea
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Respuesta de Apex CB Financial Planning Ltd

Thank you for the positive comments Robin

Valorada con 5 estrellas sobre 5

Apex CB Financial Planning - Highly Recommended

I have been using Apex CB Financial Planning Ltd for many years and have always been very happy with the service. The advise received has always been of the best quality and I would not hesitate to recommend them to anyone

They are truly independent and recommend products based on your attitude to risk. The online tracking tool that is provided gives a real time look at your investment portfolio

21 de mayo de 2018
Opinión espontánea
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Respuesta de Apex CB Financial Planning Ltd

Thanks for the positive comments David. It's always a pleasure to work with you.

Valorada con 5 estrellas sobre 5

Liz Murley

Liz Murley, our advisor at Apex, was very professional, courteous, and explained all our options very carefully and in language we could understand. My wife and I would have no hesitation, whatsoever, in recommending her and her company, Apex, to absolutely anybody for friendly and sound advice.

16 de mayo de 2018
Opinión espontánea
Valorada con 5 estrellas sobre 5

Professional and clear advice on both…

Professional and clear advice on both mortgage and financial planning. Options offered which allowed us to make informed decisions. Above all though both Chris and Liz have a wealth of experience and are a pleasure to work with. No hesitation in rating them 5*

15 de mayo de 2018
Opinión espontánea
Valorada con 5 estrellas sobre 5

Great Financial Advice & Service

Chris and the team at Apex have given my wife and I great advice and helped me with various aspects to financial planning including pensions and life insurance. Would recommend 100%.

15 de mayo de 2018
Opinión espontánea
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Respuesta de Apex CB Financial Planning Ltd

Thank you very much for the positive feedback. We try very hard to make sure all our clients receive the best service, and look forward to helping you out with your future financial planning needs.

Valorada con 4 estrellas sobre 5

As a new client my portfolio was handled well.

Very good at switching existing investments where called for. Had some trouble transferring between investment houses but not the Adviser’s responsibility.

14 de mayo de 2018
Opinión espontánea
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Respuesta de Apex CB Financial Planning Ltd

Thank you very much for your comments. It is unfortunate that on occasions problems arise with some of the product providers we recommend. Please rest assured that we are constantly monitoring the service standards of investment firms, and those that fail to meet the high standards we expect won't receive our custom in the future. It is of paramount importance to us all of our clients have a first-class experience.

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