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.

Tees Businesswomen of the Year Awards – I made the shortlist!

12th November 2018

By Liza Pontone Last month, I was absolutely delighted to find that the team at Active had nominated me for the first ever Tees Businesswomen of the Year awards. I…

Pensioners reclaim over £330m in overpaid tax with more than £50m in emergency tax repaid since Jan 2018!

6th November 2018

In our role as Financial Planners, we spend a considerable amount of time assisting clients with structuring their income requirements in retirement. Much of this can revolve around the taxation…

Government rejects calls for ‘fundamental reform’ to pensions tax relief

24th October 2018

It would appear that the government has poured cold water on any plans to reform the tax relief system for pension contributions in the near future, despite many calls to…