About Us

Apex Financial Services was formed in 2020 and is run by the Director, Matthew Jones. As the business grew, Matthew looked to his family & close friends to help build the business he envisioned. Having coming from a family business, Matthew wanted Apex to reflect the core values that he learned from his Father, before he retired and Matthew moved on to set up his own business. 

Here at Apex Financial Services it isn’t about us, it is our clients that make our business what it is today. We believe this is truly reflected in the financial planning services that we provide. Offering a friendly, professional service has served us well since inception and, albeit we will continue to strive and improve, we truly believe we are the best at what we do – as the clients best interests will always be number one. Regular and consistent communication allow our clients to have peace of mind, and has led to our business growing organically through referrals and recommendations. There is no greater compliment to receive from a client. 

If you would like to talk to a team of financial experts that have your financial interests at the heart of what they do why not give us a call today on 01183 388030 to book your initial consultation.