Welcome to Apex Financial Services

Apex have an abundance of experience in providing bespoke, holistic advice on a range of wealth management needs, including:

  • Pension & Retirement Planning
  • Investment Planning
  • Inheritance Tax Planning
  • Corporate Investment & Protection
  • Business Exit Planning
  • Care Fees Planning 


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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.