Active Financial Partners

Your AFP adviser can help you make sense of your finances.

More than that, they will make sure they understand your financial priorities and, drawing on their extensive experience and expertise, work with you to help you achieve them. So whatever your objectives - fund your children's weddings, retire at 55, pass on your wealth to your family, enjoy the holiday of a lifetime, increase your retirement income - they will do their utmost to find solutions that work for you.

Life is not always plain sailing, your financial situation may change, as may your priorities. Yet clients know that they can trust their AFP adviser to direct them through the financial consequences of whatever life brings.

Some of our core services include:

Portfolio Management - using a selection of well-managed investment funds and combining various styles and types of investments, a diversified portfolio can produce significantly better returns than those associated with interest rates offered from banks or building societies.

Retirement planning - we help you start your first pension or help you ensure your accumulated pension funds are in the correct place and invested in the correct way.

Mortgage planning - we help to interpret the variety of mortgage deals that influence decision-making and offer professional advice without being tied to any single mortgage lender.