IT’S A GOOD QUESTION WITH A SIMPLE ANSWER. AT ACTIVE, WE UNDERSTAND THAT FINANCIAL PLANNING CAN SEEM LIKE A COMPLICATED AREA.
We also know this makes it even more important for you to have real confidence and total trust in the team you choose for financial advice and management. That’s why we work harder and smarter to provide a more tailored and relevant service, all delivered with professionalism and integrity you know you can count on.
CHARTERED FINANCIAL PLANNER STATUS
OUR HIGHLY-COVETED CHARTERED STATUS MEANS WE WORK TO STANDARDS MATCHED BY ONLY A TINY PROPORTION OF FINANCIAL PLANNING FIRMS, AND IT’S YOUR ASSURANCE OF AN EXEMPLARY SERVICE CARRIED OUT WITH UNBEATABLE PROFESSIONALISM.
It’s a prestigious and hard-earned title, and we’ve achieved it by continuously developing and investing in our advisers’ professional abilities, far beyond what’s considered industry standard.
Our advisers aren’t just experienced, they’re also very highly qualified and fully up to date in terms of products, markets, legislation and legal requirements.
- We’re 100% committed to always acting in our clients’ best interests.
- Our Continuing Professional Development programme is as demanding and ambitious as they come.
- We meet, and often exceed, the strict Code of Ethics that our prestigious Chartered status depends on.
BEING INDEPENDENT MEANS WE’RE ABLE TO PICK AND CHOOSE THE BEST FINANCIAL PRODUCTS ON YOUR BEHALF, WITH NO BIAS TOWARDS CERTAIN PROVIDERS.
This doesn’t just mean you benefit from access to the greatest possible range of products; it means our loyalty is always to you, not a financial service supplier.
A MORE PERSONAL SERVICE
WE PUT OUR CLIENT RELATIONSHIPS RIGHT AT THE HEART OF OUR PRACTICE, AND THAT MEANS YOU’LL GET GENUINELY FRIENDLY SERVICE FROM WHICHEVER ADVISERS AND SUPPORT STAFF YOU COME INTO CONTACT WITH.
Not just that, our team of advisers is big enough to ensure there’s someone with the right specialism and personality to fit you perfectly, and that helps us provide a more personalised service delivering even better end-results.
HIGHLY QUALIFIED, REGULATED BY THE FINANCIAL CONDUCT AUTHORITY AND WITH LITERALLY HUNDREDS OF YEARS’ COLLECTIVE EXPERIENCE BETWEEN US, WE’RE A BUSINESS WITH ALL THE CREDENTIALS IT TAKES TO PROVIDE UNBEATABLE REASSURANCE.
In an industry whose landscape changes regularly, welcome to a firm with real principles, and a firm that’s here to stay.
WE’RE FROM THE NORTH EAST AND YORKSHIRE, SO WE LIKE TO THINK THAT BEING CLEAR, OPEN AND SINCERE IN OUR COMMUNICATIONS COMES WITH THE TERRITORY.
This means we’ll always give you honest opinions and straight answers – exactly what you need from the people looking after your finances.