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.

2021 in review and outlook for 2022 with Brewin Dolphin

18th January 2022

We welcome Guy Foster, Chief Strategist for Brewin Dolphin as he takes a look at the highs and lows of 2021 and considers what the next 12 months could have…

Experienced paraplanner joins Active’s growing team

17th January 2022

We are thrilled to welcome another experienced paraplanner to the team as part of our continued period of growth. Jessica Wilkinson joins Active following a successful three and a half…

Planning for Retirement? Know Your Limits

6th December 2021

"We are all no doubt hoping for a comfortable retirement. The Government is naturally in favour of us building our own pension provision, reducing reliance on state support. However, much…