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Who are we?

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

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 DO 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.

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.

Get In Touch

Latest News

  • active wants you Paul

    IFA Compliance Manager How would you like to work for one of the region’s leading Chartered Financial Planning firms? An organisation that prides itself in developing it’s Team; proudly holding the Investors in People GOLD status? Due to our ongoing success, we now have an opportunity to add a Compliance Manager to our team. You

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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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Financial planners chartered

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