Financial Services in Weymouth

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Apex CB Financial Planning Ltd
Weymouth, Dorset, DT4 7SS
Apex CB Financial Planning Ltd are independent financial advisers established in 2004 from the merger of Apex Financial Planning and CB Financial Services Ltd. Our aim is to provide an outstanding service to corporate and personal clients with highly qualified practitioners providing financial solutions to individual and corporate clients. Apex CB Financial Planning offers a professional, yet friendly and effective service for you or your company, through a wide range of solutions backed up with market-leading research systems. We believe that websites can’t advise people on their financial futures, nor should they. When dealing with people’s finances a personal touch is necessary, allowing us to identify and evaluate your own personal needs and aspirations. We are focused on building long term client relationships as we believe that this is the most effective way for clients to achieve their financial goals.
Fee based planning Weymouth Dorset Investments and savings advice Estate planning and inheritance tax mitigation independent financial advisers
MI Financial Consultants
Weymouth, Dorset, DT4 8NS
With a convenient office in Westham Road, Weymouth, MI Financial Consultants provides bespoke financial advice to clients throughout Weymouth and South Dorset. Formed in 2005, the advisers have 10 years experience or more in the Financial Services sector. MI Financial Consultants, headed by Andrew Parsons, is a Partner of the St. James''s Place Partnership, the advisory channel for the prestigious St. James''s Place Wealth Management Group. MI Financial Consultants is able to offer expert advice on a wide range of financial services.
Investments Mortgages Pensions Tax Planning Financial Advisers
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