Crystal ClearFinancial Advice

Given current circumstances around the Coronavirus pandemic and its ever-changing situation, we have introduced a number of measures to protect our team, clients and partners. This includes remote working where viable and the opportunity for clients to fulfil meetings via Skype, FaceTime or telephone.

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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.

Active’s Rachel uses lockdown time to achieve top qualification

4th May 2020

Rachel McCulloch, executive support manager is celebrating after successfully completing her Chartered Management Institution (CMI) qualification while working from home during the current lockdown. Rachel joins many other chartered individuals…

An expert view on investments and market stability

7th April 2020

With Director & Independent Financial Adviser Karl Nendick Since the UK voted to leave the EU in June 2016 the main topic at client review meetings has been Brexit.  However,…

Why protecting your income is more important than ever

6th April 2020

With Joe Carey, Independent Financial Adviser After spending a fortnight in ‘self-isolation’ with my wife and new born daughter in our own little bubble (on paternity leave), my first day…