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.

Generation X faces waspi-style pension cliff edge

14th September 2021

MD Karl Pemberton is warning that 40-somethings are facing a potential pensions cliff-edge, akin to the WASPI crisis, if they don’t future-proof their retirement plans following the latest government announcement.…

Seeking professional financial advice gives you more in your pension pot

13th September 2021

Research by Aegon shows that people who seek pensions advice from a financial adviser have more in their pension pot than those who do not. The survey of 10,000 people…

A third of over 40s can’t retire when they want to

16th August 2021

Research by Canada Life reveals almost a third of over 40s plan to work beyond the state pension age. The research of homeowners over the age of 40 states that…