14th August 2017

Active Financial Partners

Independent Financial Adviser 3 Taylor Avenue, Lancashire, Blackburn, BB2 4GS

We provide financial planners who use the whole of market to offer clients a complete, impartial and independent service.

We can advise you on

Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Commercial motor
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Life insurance
- Payment protection insurance
- Travel
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
- Sub prime
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Andrew Visser

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

CF6 - Certificate in Mortgage Advice (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

CeMAP - Certificate in Mortgage Advice and Practice (IFS)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

CertPFS (DM) - Certificate Personal Finance Society (PFS)

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

Where to find us

About us

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.

Our services

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.

Compliance

Andrew Visser is a representative of Active Financial Partners Ltd which is authorised and regulated by the Financial Conduct Authority.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Commercial motor
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Life insurance
- Payment protection insurance
- Travel
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
- Sub prime
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Face to face

Preferred clients

Minimum wealth (income/assets)

£20,000

Minimum pension value

£50,000

Minimum mortgage value

£125,000

Compliance

Andrew Visser is a representative of Active Financial Partners Ltd which is authorised and regulated by the Financial Conduct Authority.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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