220 Wharfedale Road, Winnersh Triangle RG41 5TP
01183 388030
Monday to Friday
We Are Financial Wellbeing Experts
Wealth Management
The essence of what we do is to help make it easier and simpler for you to manage your assets through our holistic approach to Wealth Management.
Retirement Planning
We review the current position, and implement long-term plans to help clients have adequate provisions to lead the retirement they want, when they want.
Tax Planning
Helping our clients maximise their wealth whilst aiming to minimise their tax - whether that be Income Tax, Capital Gains Tax or Inheritance Tax.
Wealth Management Specialists
Apex has 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
- Aspects Of Business Exit Planning
- Care Fees Planning
If you would like to work with a financial planning company that has your interests at heart call today on 01183 388030.
We Love Helping Others Achieve Their Financial Plans For The Future.
Testimonials
What Our Clients Say
Estate Planning Client
Matthew has been giving me financial advice for three years now. I have brought a care fees annuity for my mother, and he has also helped my wife & I set up discretionary trusts as part of our long term tax planning. He has always given me exceptionally good service and advice. His administration has also been excellent. I will continue to work with him in the future, and would not hesitate in recommending him to anyone.
Investment Planning Client
From start to finish the realignment of my investments was completed in 6 months and I count myself very fortunate to have met someone with the righ combination of personal knowledge and access to a support network who could complete a complex task in such a concentrated time period. I would recommend Matthew to anyone needing bespoke solutions to their financial planning.
Looking For A Financial Planning Professional?
Whatever your financial planning needs are we have a team that are solely dedicated to ensuring you won’t need to worry from now on.
Local Community Partnerships
