Welcome to Apex Financial Services
Apex has an abundance of experience in providing bespoke, holistic advice on a range of wealth management needs, including:
- Retirement Planning
- Care Fees Planning (SOLLA Accredited)
- Investment Planning
- Inheritance Tax Planning
- Corporate Investment Planning & Protection
- Aspects Of Business Exit Planning
At Apex, we develop strategies to help you understand how you can grow, preserve and manage your wealth to build towards or enjoy your ideal retirement.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
SJP Approved 11/07/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
