Apex Independent Financial Planning LTD
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- Elm Lodge, 14 Elbow Lane, Formby, Merseyside, L37 4AF
Apex Independent Financial Planning Ltd is a reputable FCA-regulated firm (no. 716515) based in Formby, Merseyside. This trusted financial planner specializes in providing sound advice and services within life investments, pensions retirement advice, final salary pension transfers, and comprehensive financial planning. The firm operates from the charming Elm Lodge located in Elbow Lane, near the bustling hub of Liverpool. Serving clients across Merseyside and beyond, Apex focuses on delivering regulated, custom-tailored financial solutions that fit the unique needs of its clients. Known for its professional yet approachable style, Apex is often consulted by local families seeking to secure their financial futures. Trust Apex Independent Financial Planning Ltd for your financial planning needs today.
Their team includes one financial adviser. Check FCA registration here.
Apex Independent Financial Planning LTD are approved by the FCA to give advice on:
Directions to Apex Independent Financial Planning LTD from the Motorway
- From the M57,
- keep right to continue on Broom's Cross Road / A5758. Follow signs for Southport / Formby / A565 / Ormskirk / A59 / Preston / M6 / Skelmersdale / M58.
- At the roundabout, take the second exit onto Southport Road / A565, and continue following A565.
- At the subsequent roundabout, take the first exit onto Liverpool Road / B5424. Proceed through one roundabout.
- At the next roundabout, take the first exit onto Three Tuns Lane.
- At the succeeding roundabout, take the first exit onto Duke Street.
- Lastly, turn right onto Elbow Lane, your destination will be on the right.
List of advisers under Apex Independent Financial Planning LTD:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.