Crystal ClearFinancial Advice

Our highly-coveted Chartered status means we work to standards matched by only a tiny proportion of financial planning firms.

What else makes us special
Chartered Status

Our Services

Retirement
Planning

Our Retirement Planning service is relevant to almost everyone, as state provision becomes less certain and we look to safeguard our futures and those of our children and grandchildren.

Investment
Planning

Advice you can trust. At Active, we know that the world of investment can be daunting; it’s difficult to know where to put your money or whose advice you can trust.

Later Life
Financial Planning

As we get older, our lifestyle and priorities change, and that is why planning ahead and making suitable arrangements is one of the keys to a happy and secure position laterin life.

Planning for
Your Business

We have worked with businesses long enough to know exactly what kind of challenges they face.

Protection
Planning

Our Protection Planning service gives you the peace of mind that comes from knowing your family will be properly protected if the worst happens.

Mortgage
Planning

At Active, we have been helping people and businesses to plan and secure the right mortgage for more than 30 years.

Active Spirit

“Having been a client of Active 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.

If you invested £100,000 with us on the day we opened – what could it look like now?

24th July 2025

As financial planners, we always advise clients that investing is for the long term. It’s a journey filled with promise, patience, and the occasional panic. From the turn of the…

Marking our 25th anniversary with strategic team expansion

22nd July 2025

We continue to celebrate our 25th anniversary with two senior appointments as the firm continues to expand. Chartered Financial Planner Craig Honeyman and Chartered Paraplanner Lauren Lee us in recent…

A year on, what’s changed since the General Election, and what still hasn’t?

21st July 2025

It is now just over a year since the country went to the polls and elected a new government. The pitch was one of ‘change’ – stability, competence and growth.…