How We Work

We’ve been in our profession – and worked together as a team long enough to have a highly effective tried and tested way of working.

Even so, we’ve also got the flexibility and vision to be able to provide a highly personalised service that’s built around every individual and business we work with.

For clients, this means the best of both worlds. It means you’ll enjoy advice and support that’s geared specifically towards you or your business, but you’ll also reap the rewards of our extensive experience when it comes to knowing how best to achieve your desired results.

Getting to know you

Our work begins with getting to know you, your circumstances and your personality, or getting to know your business if you’re a commercial client.

As well as a face-to-face chat for finding out about each other, we’ll complete a confidential client questionnaire covering areas like personal information, current arrangements and your attitude to risk.

Research

Next comes the research, and here we’ll use our expertise, professional networks and state-of-the-art independent software systems to find the perfect financial products for reaching your goals.

Recommendation

Our recommendations will take into account all we know about you and everything we know about finance, as well as the findings of our research, into the very latest products.

Better still, we’ll present our recommendations simply and clearly, giving you plenty of opportunity to ask questions. We’ll also give you a breakdown of any costs you’ll incur if you go ahead and act on our advice, and we’ll remind you that there’s no obligation to sign up for any products if you decide they’re not for you.

Implementation

If you decide to act on our recommendations, our experienced support team are here to help you complete any paperwork. Fast, friendly and thorough, they’ll make sure all the right boxes are ticked and documents signed.

Our work begins with getting to know you.

Get in Touch

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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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.

Celebrating 20 years of Active!

3rd August 2020

The story so far, as told by MD Karl Pemberton. Whilst away on holiday last week, I realised that it had been 20 years since Active was established by my…

A summer of study & exams success for Active

28th July 2020

A global pandemic hasn't stopped the Active team from continuing with a variety of study and gaining more qualifications during lockdown. Emma Cherrington became the first adviser at Active to…

Exam success for first class Jess!

27th July 2020

A member of our client support team is celebrating after achieving a first class honours degree at Teesside University. Jessica Armstrong, 25, from Middlesbrough has successfully completed her business management…