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
Our highly-coveted Chartered status means we work to standards matched by only a tiny proportion of financial planning firms.
What else makes us specialOur 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.
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.
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.
We have worked with businesses long enough to know exactly what kind of challenges they face.
Our Protection Planning service gives you the peace of mind that comes from knowing your family will be properly protected if the worst happens.
At Active, we have been helping people and businesses to plan and secure the right mortgage for more than 30 years.
“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.
7th October 2024
We are thrilled to welcome two new key appointments due to our continued success. Leanne Rogers, from Middlesbrough joins the team with three years’ financial planning experience, applying the attention…
12th September 2024
Our regular client survey is a really useful tool to give us a clearer picture of how people are feeling about their financial future, and the challenges and priorities they’re…
10th September 2024
“I have never been 'a runner', or a gym go-er and have never really done any form of regular exercise since leaving school in 2000” says Active client Ian, from…
