Active is among the North East's leading independently owned Financial Services firms. We focus exclusively on structuring and managing financial needs for both private and business clients, trusts and professional practices. Our team of experienced advisers, have built their reputations on providing clients with exemplary personal service and expertise.
As our independent status would suggest, we choose from among the best and most suitable providers available in the market place. We identify and develop a bespoke solution tailored to meet your individual needs and requirements, without being tied to a limited number of product providers. We understand and respect that each person's needs and attitudes differ, so we take great care to ensure you receive the best solution available to meet your needs.
Active is also wholly owned by its directors and staff, so clients and their financial advisers deal with the firm's owners and decision makers.
Active has a simple philosophy: each client has unique requirements and deserves a genuinely personal service. As a client, you are given your own personal adviser, who can be contacted at all times.
In turn, each adviser is supported by our dedicated team, to provide clients with continuity and detailed attention to administration. Our emphasis on personalisation includes flexibility to handle out of the ordinary requests, and skills to deal in the broadest range of services.
As a client of Active, you will always be treated as an individual.
Building and Preserving Wealth
From arranging your first mortgage, through to taking your retirement benefits, the financial decisions we make can significantly change our lives. It is therefore vital that the advice you seek is offered in the correct manner. We regularly meet new clients that have not sought the correct advice, and as such, they accumulate several plans and their financial arrangements become unsuitable.
It is therefore imperative that any plans you make are reviewed regularly to ensure they still meet your needs.
Active's advice process has been created to be clear, consistent and simple to understand.
Getting to know you
During our initial free consultation, we will complete a client questionnaire. This document collates your personal information, existing arrangements and your thoughts, views and financial objectives, including your Attitude to Risk.
Upon receiving all of the information required, we will then research the market place for you, using the latest independent systems available to ensure that our recommendations are most suitable to you.
We will summarise our recommendations to you focusing on how they meet your financial objectives. We will also detail all costs associated with the advice should you wish to proceed. We understand that you may accept some, all or none of our recommendations and as such, there will be NO OBLIGATION on your behalf to purchase any products.
Should you wish to proceed with our recommendations, our team will assist you with completing the paperwork and ensuring all plans are established effectively.
Communication and On-going Service
The key to successful Financial Planning is to review your requirements and plans on an on-going basis. We will communicate with you at least annually, but hopefully more often, should we feel it pertinent to do so.
Please pick up the phone and speak to one of our team about how we can help further. We would be delighted to hear from you.
Phone: 0845 555 0 888