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Who are we?

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

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 have no problem recommending him to other people.

I have known Andy for several years and as a result have formed a close relationship. I have confidence in him and his broad knowledge of the financial requirements for persons of retirement age. Andy always adopts a very personable approach which gives me every opportunity to explore means of improving financial matters.

Karl has worked with a number of my clients and all of which speak highly of his professionalism and the high quality advice that he gives. In some cases he has transferred policies from low performing companies into higher ones, and always seems to go the extra mile with them to satisfy their needs. I would recommend Karl and his company without hesitation.

I have found Karl to be an extremely engaging and personable IFA who takes steps at every stage of the process to explain issues clearly and has a very proactive attitude to his work.

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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

  • 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

Read More
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