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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
July 23, 2026
Commercial Property Market Review – July 2026
Commercial market trends – investors shift to commercial, retrofitting likely to rise and healthcare sector resilient
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July 22, 2026
News in Review
A dramatic week in Downing Street following Keir Starmer's departure from Number 10 and the UK economy shows modest growth
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July 21, 2026
Give your money intention
Many people choose to keep large amounts in cash because it seems reassuring and feels like the ‘safe’ option
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July 21, 2026
Young people are the most proactive pension savers
Challenging assumptions: younger adults are emerging as some of the most engaged pension savers
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July 21, 2026
Investors stay focused on long-term growth
Research has found that UK investors remained committed to growing their wealth during the first half of the year
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July 16, 2026
Pensions and IHT – the shake-up many are missing
From April 2027 unused pension funds will no longer sit outside an estate, a significant change in Inheritance Tax (IHT)
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