Investment Planning

Delivering Quality Customer Service

Active has always been committed to delivering quality customer service. We have built our business by establishing long term relationships with our personal and corporate clients, offering them high standards of specialist advice.

Always Engaged

Chartered Financial Planners and Diploma Qualified Advisers, available to help you.

Available & Within Easy Reach

Based in the North East of England we provide Investment Planning advice & other financial services throughout the region and beyond, using the best in modern technology to engage with our customers.

Regular Saver, First Time Investor or Sophisticated High Net Worth Individual? Whatever your position, we have a solution to meet your needs. To make the experience easier for you too, our Teesside based team of highly experienced, Chartered and Diploma qualified advisers work throughout the North East and beyond.

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

Investors themselves 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 have 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 also able to offer full Discretionary Fund Management through our chosen partner, Cheviot Asset 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.

Please pick up the phone and speak to one of our team about how we can help you further. We would be delighted to hear from you.

Email: investmentplanning@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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