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Who are we?

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

RISK YOU CAN LIVE WITH

WHETHER IT’S A LUCKY WINDFALL OR HARD-EARNED SAVINGS YOU’RE LOOKING TO INVEST, WE KNOW THAT ATTITUDES TO RISK WILL ALWAYS VARY FROM CLIENT TO CLIENT.

That’s why we’ll introduce you to a personal adviser who specialises in investment planning and takes the time to get to know you, your circumstances and your personality.

LONG-TERM GROWTH

OUR EXPERTS USE A TRIED AND TESTED PROCESS TO PROFILE RISK, ALLOCATE ASSETS AND REVIEW PERFORMANCE, CREATING A PORTFOLIO OF INVESTMENTS WITH THE BEST CHANCE OF GIVING YOU THE RETURN YOU’RE LOOKING FOR.

Rest assured that they’ll be the best all-round products for delivering a robust mix of strength, security and performance, although this could mean that we won’t automatically recommend the cheapest option in every situation. Our expertise covers the whole range of investment options and we will ensure that we utilise the most appropriate and tax efficient options for your individual circumstances and investment objectives.

‘HIGH NET WORTH’ INDIVIDUALS

WE’VE ALREADY EARNED A GREAT REPUTATION FOR LOOKING AFTER THE INTERESTS OF CLIENTS WITH ‘HIGH NET WORTH’ – IN OTHER WORDS THOSE WITH UNUSUALLY LARGE SUMS TO INVEST.

For these individuals, we’re able to offer a full discretionary fund management service provided through trusted partners whose standards match ours.

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.

Get In Touch

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