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Who are we?

WE'RE ONE OF THE LEADING INDEPENDENT FINANCIAL PLANNING TEAMS IN THE NORTH.

TO MAKE SURE THIS IS EXACTLY HOW IT IS, WE’VE MADE THE ENGAGEMENT OF OUR SERVICES AS SIMPLE, PLEASANT AND HASSLE-FREE AS POSSIBLE – RIGHT FROM THE WORD GO.

FREE INITIAL MEETING

WHENEVER POSSIBLE WE PREFER TO ESTABLISH LASTING RELATIONSHIPS RATHER THAN ONE-OFF CONSULTANCIES HERE AT ACTIVE, AND THAT’S WHY SO MANY OF OUR CLIENTS HAVE STAYED WITH US FOR YEARS.

So, because we see every new enquiry as a potential long-term partnership, we offer our initial meeting at no cost and with no obligation to continue. This is an opportunity for us to get to know each other. If we think that we can’t help an individual or their business for any reason, we’ll tell them there and then.

COMMUNICATION AND ONGOING SUPPORT

RELATIONSHIPS ARE CENTRAL TO OUR SERVICE, SO WE’LL MAKE SURE WE WORK AND COMMUNICATE CLOSELY ENOUGH TO REALLY UNDERSTAND YOUR LONG-TERM GOALS AND HOW WE CAN HELP YOU FULFIL THEM.

We also know from experience that one of the keys to successful planning is regular reviewing. That’s why we’ll contact you at least once a year, if not more, depending on the service level you choose. By actively following up your situation and reviewing your needs and products, we’ll make sure your finances are fit, healthy and performing as well as they can be, year after year.

GIVING YOU VALUE

WE’VE ALWAYS BELIEVED IN GIVING CLIENTS A FAIRER DEAL AND BETTER VALUE FOR MONEY, THAT’S WHY WE’VE USED A FEE-BASED SYSTEM OF CHARGING FOR MANY YEARS NOW. IN DECEMBER 2012 THE FINANCIAL CONDUCT AUTHORITY MADE THIS SYSTEM COMPULSORY IN ITS RETAIL DISTRIBUTION REVIEW, BUT WE WERE ALREADY ONE STEP AHEAD.

Today, we make sure that the way we charge clients is fair and transparent. This means we’ll tell you in advance what the charges will be for a particular piece of work we’re recommending. When we do charge for our services, we’ll do it according to how complex and time-consuming the work will be, as well as the service level you choose, much like a solicitor or an accountant. Rest assured, our pricing policy is as simple and honourable as they come – no strings, no catches.

CALL US TODAY

01642 765957

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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Latest News

  • mike airey

    Karl Pemberton, Managing Director of Active Chartered Financial Planners, has ‘braved the shave’ to raise money for cancer charity Bright Red in memory of his friend Michael Airey. Karl has taken to social media to challenge other business leaders in the region to do the same to raise further funds for the charity that supported

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  • Active Chartered IFART : thank you for your time today , it’s nice to be advised in a language that is understood#no jargon,

Testimonials

  • Having been a client of Active Finance for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I

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Active Financial Planners Ltd Registered in England & Wales No. 4039863 Registered Office: Active House, 1 Dukes Court, Thornaby, Stockton-On-Tees, TS17 9LR Active Chartered Financial Planners is a trading name of Active Financial Planners Ltd which is authorised and regulated by the Financial Conduct Authority