Active Financial Partners

Independent Financial Adviser Fairview, Chalmington, Dorset, Dorchester, DT2 0HB
FCA verified
12th August 2019
Friendly financial advice with understandable solutions tailored to your budget, on investments and pensions, our first consultation free.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
Meet our advisers
adviser-person
Walter Lashbrook DipFA
Where to find us

Fairview, Chalmington, Dorset, Dorchester, DT2 0HB

About us

Having gained experience in the industry for over 17 years we are able to provide professional, independent advice with a wealth of experience to all levels and understanding. Only by listening to our client and using our knowledge can we give a completely holistic level of advice.

Our services

Listening to what you want from your pension or money and researching and presenting the options open to you in a clear understandable way. Most importantly tailored to your budget. Being honest and open and tailoring the solution to your needs and budget, this is what we do best.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

We are authorised and regulated by the Financial Services Conduct Authority (FCA), additional peace of mind is given in that we are part of the Financial Services Compensation Scheme(FSCS) the Uk's statutory compensation fund for clients of authorised financial services firms who are unable to pay claims against them.

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