07 February 2012

01/09/2011Follow Active Financial on Twitter: @activefinancial & Linked In: Active Financial Services for live updates on what's happening in our world.
01/01/2012Do you have numerous pension pots? Do you know their true value? We have the systems and advanced qualifications to help. Call today
05/01/2012Interest Rates held for 35th month in a row at record low 0.5%, but what does the future hold? Speak to one of our experts today
11/01/2012Worried about market volatility and its impact on your Investment / Pension portfolios? Contact us to see if any changes need to be made
01/02/2012We are delighted to announce the appointment of Gary Lumby MBE to the board as Non-Exec Director


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Thousands of tenants live in council houses even though they earn more than ?100,000

There are 15,000 tenants in social housing even though they have household incomes of more than ?80,000 – with 6,000 earning more than ?100,000.

Investment Planning

Need Independent Investment Advice in Middlesbrough, Teesside or the North East?

Regular Saver, First Time Investor or Sophisticated High Net Worth Individual? Whatever your category, we have a solution to meet your needs. We have highly experienced and Diploma qualified advisers through Teesside and the North East to offer some help.

In a complex and rapidly changing world, it is not surprising that investors are confused by the wide array of investment options available and the conflicting advice they see and read in the media every day.

Investors can also vary enormously in both their circumstances and financial requirements but all share a common concern - to have their assets looked after in the best possible way.

Most are aware that over the long-term, investment in areas such as Equities has historically provided a better total return than almost any other form of investment and certainly better than bank or building society accounts. However it is important to achieve the right balance between security and risk and between income and capital growth.

While "savings" is generally a term applied to regular (e.g. monthly) savings, "investments" tend to refer to lump sums. Whether you are seeking to invest a lump sum or save on a regular basis, managing risk in the increasingly diverse and complex investment market is very important.

For the more sophisticated investor, we are now also able to offer the bespoke Active Wrap Platform through our partnership with Nucleus as well as full Discretionary Fund Management through our Active MasterAccount Service with Deutsche Bank Private Wealth Management.

These bespoke offerings position Active at the forefront of the investment market place, offering you a wider range of investment solutions compared to most other financial advisers in the market.

Successful Financial Planning

Successful financial planning is a three-step process. It is our role at Active to take clients through this process.

Where are you now?

First, we will establish your current financial position, taking into account everything that is relevant.

Where do you want to be?

Secondly, we will discuss with you your needs, aspirations and your attitude to risk, so that we can agree realistic short and long-term financial objectives.

How are you going to get there?

Thirdly, we will deliver a plan to you which is designed to achieve these objectives and includes advice on how to maximise the tax efficiency of your investments. This will include designing a comprehensive investment strategy which takes into account all of your assets.

Whatever your circumstances, objectives or investment experience; Active has a solution for you.

For more information on any of the services listed above, please do not hesitate to contact us for a no obligation consultation.

Email: enquiries@activefinancialservices.co.uk Phone: 0845 555 0 888

Please be aware that some investments do not offer guarantees, and therefore you may not get back what you originally invested. Returns can be up or down, however, it is vital that you only take a level of risk that you are comfortable with. Independent Advice is therefore vital to your long term investment strategy.

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IMPORTANT INFORMATION: The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Please be aware that a fee may be charged for advice given, the precise amount of the fee will depend upon your circumstances but this can be up to 1% of the amount borrowed.

Registered Office: Active Financial Services Ltd, 3 Highcliff View, Westgate, Guisborough, TS14 6AY
Registered in England & Wales 4039863
Active Financial Services Limited is Authorised and Regulated by the Financial Services Authority 193065.
The FSA does not regulate some forms of Secured Loans, Commercial Lending, Taxation and Trust advice. For further information, please visit www.fsa.gov.uk