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.