Investment planning

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.

The good news is that with Active it doesn’t matter how large or small your assets are – we’ll always give you honest and impartial advice based on a perfect mixture of in-depth experience and up-to-the-minute product knowledge.

Don’t worry; if this wasn’t the level of service we operate at, we wouldn’t have earned Chartered Financial Planner status.

Better still, our advisers aren’t in the business of raising expectations unrealistically, so we’ll only ever give advice that’s fair, well judged and designed to maximise your chance of success.

We will even consider your personal tax position to ensure our recommendations are the most tax efficient solution for you.

Risk you can live with

Whether it’s a lucky windfall or hard-earned savings you’re looking to invest, we know that attitudes to risk will always vary from client to client.

That’s why we’ll introduce you to a personal adviser who specialises in investment planning and takes the time to get to know you, your circumstances and your personality.

Long-term growth

Our experts use a tried and tested process to profile risk, allocate assets and review performance, creating a portfolio of investments with the best chance of giving you the return you’re looking for.

Rest assured that they’ll be the best all-round products for delivering a robust mix of strength, security and performance, although this could mean that we won’t automatically recommend the cheapest option in every situation. Our expertise covers the whole range of investment options and we will ensure that we utilise the most appropriate and tax efficient options for your individual circumstances and investment objectives.

‘High net worth’ individuals

We’ve already earned a great reputation for looking after the interests of clients with ‘high net worth’ – in other words those with unusually large sums to invest.

For these individuals, we’re able to offer a full discretionary fund management service provided through trusted partners whose standards match ours.

Information sheet

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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