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Professional independent advice

At Apex Independent Financial Planning, we specialise in providing a financial planning service of the highest quality. Whether you need help to plan your investments, mortgage, savings or pensions, you can trust our advisors to make the best recommendations. Give us call today to find out how you can benefit from our expert advice.

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Registered Office:

Apex Independent Financial Planning Ltd

Elm Lodge,

14 Elbow Lane,

Formby,

Liverpool,

L37 4AF

Office: 01704 827 480

Mobile: 07711 686 359

Email: enquiries@apexifp.co.uk

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Your personal data will remain confidential and will not be passed to any company outside our firm without your permission being obtained, unless the information is required by law.

Your personal data will not be used for the purposes of any form of marketing by us.

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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