Knowledge Centre

APEX INDEPENDENT FINANCIAL PLANNING
KNOWLEDGE CENTRE

For investment and savings ,Change to Financial Advice and information in Liverpool, contact Apex Independent Financial Planning.

Each month new fact sheets will be added covering a number of useful information designed to help you.

Fact Sheets

APEX Fact sheets December 2016

Investments and savings - plan for your future

If you are thinking about making an investment make sure you seek financial advice from an experienced team.

We can clearly explain the financial jargon and offer expert advice to ensure you are getting the best return on your investment.

Arrange an appointment with one of our financial advisors today.

How we work

Investment advice and planning services

• Bespoke Investment Advice

• Mortgages including Buy To Let & • Equity Release*

• Commercial Finance*

• Private Individual & Commercial Protection

• Trustee & Charity Investment Management

• Power of Attorney & Court of Protection Investment Management

* The FCA do not regulate Inheritance Tax Planning and certain forms of Mortgage & Commercial Finance.

Some of these specialist areas will require working in association with other specialist advisers within the Vision network

Financial planning

For tax and mortgage advice in Liverpool, you can trust the experts at Apex Independent Financial Planning. Call us today on 01704 827 480

For investment and savings advice in the Liverpool area, call Apex Independent Financial Planning on 01704 827 480

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Apex Independent Financial Planning Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA).

Firm reference number 487395. This can be verified by visiting The Financial Services Register here.

Registered in England and Wales. Registration number 6650476.

If you wish to also visit Vision Independent Financial Planning Ltd website please click here

Registered Office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ.

The guidance and/or advice contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK

Apex Independent Financial Planning Ltd registered office is: Elm Lodge, 14 Elbow Lane, Formby, Merseyside. L37 4AF. Registered in England and Wales. Registration Number: 09747110

A link to a third-party website does not imply endorsement or any responsibility for said link on the part of Apex Independent Financial Planning Ltd; you must use your own judgement to decide whether the information or service on that website is suitable for your individual needs. If a website is not linked to ours, this neither means nor implies that it is unsatisfactory.

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APEX INDEPENDENT FINANCIAL PLANNING KNOWLEDGE CENTRE