Our Services
Our core services for individuals, families and businesses are;
- Retirement Planning
- Reviews, Transfers and New Pensions
- Carry Forward, Pension Tapering and Lifetime Allowance Calculations
- Cashflow Modelling & Sustainable Income Testing
- Director Pensions, Company Group Schemes and Commercial Property
- Investments
- Discretionary Management
- Indexed Linked & Model Portfolios
- Environment, Social & Governance (ESG) Investments
- General Investments, ISAs, Bonds & Structured Products
- Estate & Inheritance Tax Planning
- Enterprise Investments Schemes (EIS) & Venture Capital Trusts (VCTs)
- Business Relief AIM & Asset Backed Portfolios
- Trusts
- Whole of Life Insurance
- Protection
- Life insurance & Mortgage Cover
- Critical Illness Cover
- Income Protection & Health Cover
- Business & Shareholder Protection
- Mortgages & Equity Release (By introduction to a Mortgage Advisor within the Vision network)
- Independent Mortgage Advice
- Commercial Borrowing
- Cash Flow Modelling for Equity Release
- Equity Release options
The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in future. The Financial Conduct Authority (FCA) does not regulate Inheritance Tax Planning, Tax & Trusts, certain forms of Mortgage Lending and Cash Management.
Your home may be repossessed if you do not keep your mortgage payments up to date.
The future value of investments can fall as well as rise and future growth is not guaranteed.
For expert solutions on wealth management, contact Apex Independent Financial Planning on 01704 827 480
For expert solutions on wealth management, please contact Apex Independent Financial Planning on 01704 827 480
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.
We use our own and third party cookies. If you continue browsing we consider you accept the use of cookies. View our cookie information.
Follow us
© 2024. The content on this website is owned by us and our licensors. Do not copy any content (including images) without our consent.