How We Work

We’ve been in our profession – and worked together as a team long enough to have a highly effective tried and tested way of working.

Even so, we’ve also got the flexibility and vision to be able to provide a highly personalised service that’s built around every individual and business we work with.

For clients, this means the best of both worlds. It means you’ll enjoy advice and support that’s geared specifically towards you or your business, but you’ll also reap the rewards of our extensive experience when it comes to knowing how best to achieve your desired results.

Getting to know you

Our work begins with getting to know you, your circumstances and your personality, or getting to know your business if you’re a commercial client.

As well as a face-to-face chat for finding out about each other, we’ll complete a confidential client questionnaire covering areas like personal information, current arrangements and your attitude to risk.

Research

Next comes the research, and here we’ll use our expertise, professional networks and state-of-the-art independent software systems to find the perfect financial products for reaching your goals.

Recommendation

Our recommendations will take into account all we know about you and everything we know about finance, as well as the findings of our research, into the very latest products.

Better still, we’ll present our recommendations simply and clearly, giving you plenty of opportunity to ask questions. We’ll also give you a breakdown of any costs you’ll incur if you go ahead and act on our advice, and we’ll remind you that there’s no obligation to sign up for any products if you decide they’re not for you.

Implementation

If you decide to act on our recommendations, our experienced support team are here to help you complete any paperwork. Fast, friendly and thorough, they’ll make sure all the right boxes are ticked and documents signed.

Our work begins with getting to know you.

Get in Touch

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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Active Spirit

“Having been a client of Active 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 have no problem recommending him to other people.

Another award win for Active

24th June 2019

We are celebrating again after being named by The Journal as one of the 50 Best Places to Work in the North East for 2019. A range of organisations from…

More exams success for Active Chartered Financial Planners

17th June 2019

June got off to an excellent start at Active as three members of the team passed more Chartered Insurance Institute (CII) qualifications. Independent Financial Adviser Emma Cherrington (pictured above, left)…

Liza Pontone takes on women’s ambassador role in prestigious professional organisation

11th June 2019

Active Chartered Financial Planner's Liza Pontone will be helping women across the region to improve the way they manage their investments and pensions after becoming a women’s ambassador for the…