About Us
Hello, I’m Paul, the owner of Apex Independent Financial Planning. I set up the company 5 years ago in my hometown of Formby, to provide clients high quality advice using the freedom of financial choice.
  • I started my career at a Global Investment Bank in London and worked in the Investment Banking industry for over 16 years. I then worked 5 years overseas in the advice sector, which moved me closer towards my goal of having my own Financial Services business.

  • In 2012, the UK regulator made the step change of abolishing commission advice and in 2015, abolished a compulsory annuity purchase at retirement. These major changes, in my opinion, were catalysts to significantly change and improve the quality of advice being offered.

  • As a result Apex prides itself on operating as a fully independent, ensuring every solution is carefully chosen for our clients from the whole of market. Our client advice is continuously reviewed against their personal circumstances, risk appetite, evolving legislation, tax efficiency and cash flow position.

  • Achieving your goals is a journey. We work with many clients throughout the UK and abroad as their trusted financial partner. If you would like to discuss how we can help you, please get in touch. 
Hello, I’m Paul, the owner of Apex Independent Financial Planning. I set up the company 5 years ago in my hometown of Formby, to provide clients high quality advice using the freedom of financial choice.
  • I started my career at a Global Investment Bank in London and worked in the Investment Banking industry for over 16 years. I then worked 5 years overseas in the advice sector, which moved me closer towards my goal of having my own Financial Services business.

  • In 2012, the UK regulator made the step change of abolishing commission advice and in 2015, abolished a compulsory annuity purchase at retirement. These major changes, in my opinion, were catalysts to significantly change and improve the quality of advice being offered.

  • As a result Apex prides itself on operating as a fully independent, ensuring every solution is carefully chosen for our clients from the whole of market. Our client advice is continuously reviewed against their personal circumstances, risk appetite, evolving legislation, tax efficiency and cash flow position.

  • Achieving your goals is a journey. We work with many clients throughout the UK and abroad as their trusted financial partner. If you would like to discuss how we can help you, please get in touch. 

For expert solutions on wealth management, please contact Apex Independent Financial Planning on 01704 827 480

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