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Who are we?

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

WORKPLACE PENSIONS AND AUTOENROLMENT

Since these areas are now the responsibility of employers, we’ve got the expertise to make sure your business is fully compliant and always meets the requirements of The Pensions Regulator (TPR). Your Active adviser will review the market and identify the best products for your business, while the support of our in-house administrative team ensures we’ve got the resources we need to handle any size of scheme.

BUSINESS PROTECTION

Our work in this area helps safeguard your business against the death or sudden loss of either a Director, Shareholder, Partner or Key Person. This is a vital service, ensuring that the structure and profitability of your business aren’t threatened by the kind of sudden changes that affect many Companies, Partnerships and Sole Traders every year. We can also help protect your business from debt and the risks it poses.

CORPORATE INVESTMENT PLANNING

Whatever the investment requirements of your business, we’ll work closely with your other professional advisers to make sure it invests not just in the most tax efficient manner possible, but also in line with your attitude to risk. We will also consider your tax position to ensure our recommendations are the most tax efficient solution for you.

COMMERCIAL MORTGAGES

Mortgages represent a huge cost, so it makes good sense to have the best advisers on hand to help choose the right one, or to recommend an alternative arrangement like renting. If you do decide a mortgage is best, our Active adviser will know all the ins and outs of mortgages for business, helping you choose the right product from the right lender, from right across the entire mortgage market. These mortgages could include bridging, owner-occupied, investment or development.

COMMERCIAL FINANCE

We’ll give you priceless advice on raising finance, as well as how to structure that finance to get maximum benefit for your business, whether that’s through an overdraft or loan. We’ll also help steer you safely through any security requirement from banks, accelerating your progress but making sure you’re adequately protected at all times.

CORE BANKING SERVICES

We work closely with many of the leading banks. We are therefore aware of which bank, and most importantly, which manager will be best suited to manage your core banking on a daily basis.

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

  • Joe Carey photo

    In our latest ‘Meet the Team’ it’s all about Joe Carey, Independent Financial Adviser and devoted Boro Fan (not to mention the tallest person at Active!). A member of Team Active since March 2015, Joe became fully qualified as an Independent Financial Adviser last Summer, and is now building up an excellent client base by

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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