Investment advice from the professionals in Liverpool

If you need advice when it comes to investments, Apex Independent Financial Planning provides completely independent financial advice to both individual and commercial clients.

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.

Investment advice and planning services

  • Discretionary Portfolio Management
  • Inheritance Tax Planning
  • Mortgages including Buy To Let & Equity Release
  • Commercial Finance
  • Private Individual & Commercial Protection
  • Power of Attorney & Court of Protection Investement Management
  • Specialist Financial Services to Medical Professionals


    * 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.

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