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.
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.
8th April 2025
We’re thrilled to welcome Lauren Lee as the newest member of the Active Chartered Financial Planners’ team, as our strategic growth continues. Lauren began her journey in financial services as…
10th March 2025
As Active Chartered Financial Planners celebrates 25 years in business, we want to take a moment to say thank you to our clients. Some of you have been with us…
4th March 2025
With the potential changes coming to Pensions from April 2027, whereby your pension plan could become liable to inheritance tax, it is important to be aware of the inheritance tax…
