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