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Who are we?

WE'RE ONE OF THE LEADING INDEPENDENT FINANCIAL PLANNING TEAMS IN THE NORTH.

A respected firm with a great reputation for helping businesses and individuals to protect and grow their finances in ways that suit them, not us.

Through a rare mix of expertise, impartiality and superb relationship building, we're already giving hundreds of satisfied clients the peace of mind that comes from knowing we've made their financial interests ours too.

Our work begins with getting to know you.

CALL US TODAY

01642 765957

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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Latest News

  • Active Office Image

    Next time you have a pension review and are expecting to focus your time on planning for a happy and well-funded retirement, don’t be surprised if your adviser moves on the conversation (delicately, of course) towards what should happen in the case of your death.  It isn’t a morbid fascination, in fact since new legislation

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Last Tweets

  • Active Chartered IFAHave you got a plan for retirement? Our IFAs can help with pensions and more ,

Testimonials

  • I have known Andy for several years and as a result have formed a close relationship. I have confidence in him and his broad knowledge of the financial requirements for persons of retirement age. Andy always adopts a very personable approach which gives me every opportunity to explore means of improving financial matters.

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Financial planners chartered

Active Financial Services Ltd Registered in England & Wales No. 4039863 Registered Office: Active House, 1 Dukes Court, Thornaby, Stockton-On-Tees, TS17 9LR Active Chartered Financial Planners is a trading name of Active Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority