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Apex Independent Financial Planning Ltd, Elm Lodge, 14 Elbow Lane, Formby, Merseyside. L37 4AF
01704 827480
enquiries@apexifp.co.uk
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Home
About
How we help
Building your wealth
Giving your child the best education
Intergenerational planning
Leaving behind a lasting legacy
Planning for a fulfilling retirement
Planning Ahead for Long-Term Care – Taking Control of Your Future
Planning for the unexpected – the role of a Lasting Power of Attorney
Why Financial Planning works
Insights
Contact
Insights
September 2, 2026
Keep your cool in the housing market
Summer’s heating up - keep your cool with your house moving plans. Good planning, realistic budgeting and future thinking can reduce stress when buying a home
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September 2, 2026
An Introduction to Annuities
Annuities are back in focus as higher rates and pension tax changes reshape retirement income planning.
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September 2, 2026
News in Review
Housing market improves, Burnham boosts business confidence, difficulties in the retail sector and US inflation still high
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September 2, 2026
Economic Review – August 2026
August’s Economic Review - UK economy expands unexpectedly, UK jobs market “stagnant,” retail sales wilt and higher energy costs
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August 26, 2026
News in Review
Annual UK inflation rate 2.9% in July, consumer confidence improves, boost in business activity and rise in financial anxiety
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August 21, 2026
In the news
Housing trends reveal cautious buyers, changing investment returns and growing demand for flexible living spaces
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