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Who are we?

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

PROFESSIONAL PRACTICE PACKAGE

IF YOU ARE A PROFESSIONAL, THE PROFESSIONAL PRACTICE PACKAGE GIVES YOU ACCESS TO ALL OF OUR EXPERTISE AND SERVICES BUT AT 50% OF THE FEES WE GENERALLY CHARGE

At Active, we know that those who work in Professional Practices live busy lives leaving little time to look after their own affairs.  That is why we pride ourselves on giving these clients the helping hand they need.

Our reputation speaks for itself – we are well known within the professional community, and often find that our clients recommend us. Our professional practice clients also find our business model not dissimilar to their own, making our method of work easy to understand.

We already look after the finances of a wide range of individuals who work in sectors such as law, accountancy and the medical professions.  Because they appreciate our own high level of service and skill, not to mention the fact that we have achieved Chartered Financial Planner Status.

Also appealing to professionals is the way that we work with clients’ incomes and savings to maximise their security and assets. Our Professional Practice Package recognises this synergy, giving clients with these backgrounds a great opportunity to put us to the test for a fraction of our normal costs.

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

  • Active - finalists 2

    Active Chartered Financial Planners are celebrating the success of two team members who have reached the finals of a prestigious industry awards ceremony. Liza Pontone and Emma Cherrington (nee Richardson) have both been shortlisted for the title of Financial Adviser of the Year (North of England) in the 2018 Women in Finance Advice Awards. Liza,

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  • Active Chartered IFART : The calls for another “vote” on won’t go away. I’m torn, but genuinely curious as to what people think on this:,

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