3 Highcliffe View, Westgate, Guisborough, Cleveland, TS14 6AY  (Show me directions) Show Map

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01287 6...Fax    01287 639543    01642 7...Fax    01642 764893   

  Monday to Tuesday: 09:00 to 17:00 , Wednesday to Sunday: 09:00 to 17:30

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Profile

What we do....

From our Head Office in Stockton-on-Tees, Active offers a professional Independent Wealth Management service to Private Individuals, Commercial Businesses and Professional Practices throughout Teesside, the North East of England and beyond.

One of our many advisers can therefore meet with you in a place and at a time that most suits you, whether that be in the surroundings of your own home, place of work, or if you prefer, our Head Office in Stockton-on-Tees. We pride ourselves on providing an unrivalled level of personal service and for giving professional financial advice that is simple to understand.

FSA Retail Distribution Review

From 1st January 2013, the world of Financial Advice will be changing following the FSA's Retail Distribution Review. This review will make all advisers work differently to the 'Large Commission' format historically, becoming Fee Based instead. Qualifications will also need to be higher for all Advisers wishing to be classed as Independent. Early indications show that up to one third of all Advisers will leave the industry at this time, thus leaving many clients without an Adviser, having paid significant commissions for their services.

We are proud to say that Active Financial Services has already been practicing to these new rules for many years now, and as such we would re-assure you that we will continue to be offering Independent Financial Advice for many more years to come.

Independent Financial Advice & Wealth Management

As our independent status would suggest, we can access the current marketplace to 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 products available to meet your aims.

Trade Bodies / Associations

Authorised & Regulated by the Financial Services Authority - 193065

Pension & Retirement Planning

Active Financial has been providing Pension and Retirement Planning advice in Teesside and the North East for many years and our thoughts have always remained the same; 'It is never too early to start saving for retirement'. But what are your options? What's involved? And how can you boost your income when you retire?
State of the Art Systems

At Active, we use state of the art, independent systems and have the required higher qualifications to offer you a full Pension Review Service, irrespective of your circumstances. This is something not many other Advisers can offer!
Business or Individual

We are also able to advise Businesses of their obligations under the forthcoming Pension reforms such as AutoEnrolment whereby the Employer must contribute to a scheme on behalf of the Employee, something which will impact upon all businesses and employees.