Apex CB Financial Planning Ltd Reviews 

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!

Chris Ryan and his team at Apex have been extremely helpful with both pension and investment advice and I would highly recommend them to anyone.

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.

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

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

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

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.

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*

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%.

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