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Helping You Navigate a Secure Financial Future
Apex Financial Planning
Our approach is to provide a bespoke service to all of our clients in a clear and cost effective way.
At Apex Financial Planning, we believe financial success starts with a clear plan and expert guidance. Our professional financial advisers in Crawley and Horley provide tailored, transparent, and cost-effective financial solutions to help you achieve your goals with confidence.
Why Choose Apex Financial Planning?
• Expert Advice – Benefit from years of experience and industry knowledge to make informed financial decisions.
• Personalised Service – Your financial situation is unique, and so is our advice. We create bespoke strategies tailored to your needs.
• Nationwide Support – As part of the Quilter Financial Planning network, we work with clients across the UK, offering both remote and in-person consultations.
Call us today on 01293 365079 or email us at info@apexfp.co.uk – we’re here to help.
Our Services
We offer a comprehensive range of financial services, with particular expertise in:
Retirement Planning
Prepare for a comfortable and secure retirement with expert pension advice and regular reviews.
view more Wealth Management
Preserve and grow your wealth with tailored investment strategies aligned with your financial goals.
view more Saving & Investment
Saving is a stage on the way to investing. Investing is what you can do with the savings you have created...
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The plan for you
1Let’s Start With a Simple Conversation
No pressure. No jargon. Just an honest discussion about where you are now and where you'd like to be. We will help you get clear on your financial picture and what we need to do to improve it. Quick call or in-person meeting to talk goals and challenges. One simple form to gather what we need (no digging through drawers). Clarity on where you stand and how we can help.
2We will Build You a Strategy That Works
Once we have got the full picture, We will analyse your pensions, assess your current position, and build a clear, tailored strategy. You’ll know exactly what’s working and what we can do better. Straightforward advice based on detailed analysis. Recommendations tailored to your goals. No red tape — We handle all the paperwork.
3Ongoing Support You Can Count On
We are not a call centre. Peter and Calum are your personal planners, always just a message away. We’ll review your progress together each year, and we will keep you on track as life (and markets) evolve. Annual reviews to check performance and adapt your plan. Direct access to us — no faceless advisors. Backed by Quilter’s world-class Investment Philosophy
WANT TO MAKE THE MOST OF YOUR WEALTH?
Contact us now to speak to one of our Financial Advisers
Don't miss this opportunity!
Registered Office:27 High Street, Horley, Surrey, RH6 7BH.
Apex Financial Planning Limited is registered in England & Wales under No.15529267.
Apex Financial Planning Limited is an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited is entered on the FCA register (https://register.fca.org.uk/s/) under reference numbers 440703.
The guidance and/or information contained within this website is subjected to regulatory regime and is therefore targeted at consumers based in the UK.
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Approver Quilter Financial Services Limited 27/09/2024
