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.

Risk you can live with

Whether it’s a lucky windfall or hard-earned savings you’re looking to invest, we know that attitudes to risk will always vary from client to client.

That’s why we’ll introduce you to a personal adviser who specialises in investment planning and takes the time to get to know you, your circumstances and your personality.

Long-Term Growth

Our experts use a tried and tested process to profile risk, allocate assets and review performance, creating a portfolio of investments with the best chance of giving you the return you’re looking for.

Rest assured that they’ll be the best all-round products for delivering a robust mix of strength, security and performance, although this could mean that we won’t automatically recommend the cheapest option in every situation. Our expertise covers the whole range of investment options and we will ensure that we utilise the most appropriate and tax efficient options for your individual circumstances and investment objectives.

‘High Net Worth’ Individuals

We’ve already earned a great reputation for looking after the interests of clients with ‘High Net Worth’ – In other words those with unusually large sums to invest.

For these individuals, we’re able to offer a full discretionary fund management service provided through trusted partners whose standards match ours.

The value of your investment can go down as well as up and you may get back less than the amount invested

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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Karl Pemberton appointed chair of new IoD Tees Valley branch

22nd July 2019

The Institute of Directors (IoD) has named our own Karl Pemberton, Managing Director as chair of its newly-formed North-East (South) branch. Karl’s career began at Yorkshire Bank in 1995, where…

Eight Key Reasons why women need to consider pension advice

22nd July 2019

Here our Liza Pontone, Chartered Financial Planner and recently appointed Ambassador for the Chartered Insurance Institute’s (CII) Insuring Women’s Futures programme explains why women who are drawing near to retirement…

Active named one of the North East’s best places to work

24th June 2019

We are celebrating again after being named by The Journal as one of the 50 Best Places to Work in the North East for 2019. A range of organisations from…