FCA verified
19th June 2017

Active Financial Planners Ltd.

Independent Financial Adviser Active Financial Planners Ltd., 1 Dukes Court, Thornaby, Stockton-On-Tees, TS17 9LR
Spending time listening to what is important to my clients is key to understanding their financial needs & objectives.
We can advise you on
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Investing for income
    • ISAs
    • OEICs
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Taxation planning
Meet our advisers
adviser-person
David Bernstein Dip PFS
Independent Financial Adviser
Where to find us
About us

Active Chartered Financial Planners was formed in 2000, and is now regarded as one of the region’s leading firms of Independent Chartered Financial Planners.

With a Head Office in Stockton-on-Tees, Active covers the entire North East and Yorkshire regions; making them one of the largest Independent firms to serve the area.

We have a team of specialist Independent Advisers who provide a full suite of holistic financial planning services to Private Individuals, Corporate Businesses and Professional Practices.

Our Clients often find us mainly through recommendation, and stay with us because of the level of service we offer, and our focus on their financial needs.

Active's Chartered Status is central to the business, and demonstrates it's commitment to remaining at the forefront of the industry.

Our services

We put our client relationships right at the heart of our practice, and that means you’ll get genuinely friendly service from whichever advisers and support staff you come into contact with.
In an industry whose landscape changes regularly, we are a firm with real principles, and a firm that’s here to stay.
We’re from the North East and Yorkshire, so we like to think that being clear, open and sincere in our communications comes with the territory.
This means we’ll always give you honest opinions and straight answers – exactly what you need from the people looking after your finances.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Compliance

QCF 4 - Qualified

Similar advisers near you

Independent Financial Adviser 0 mi
Planning Today, To Secure Your Financial Tomorrow #ToYourAdvantage
 
Independent Financial Adviser 1.99 mi
Financial Planning for ordinary folk.
 
Independent Financial Adviser 2.18 mi
Providing solutions to your financial needs in Workplace & Private Pensions, Savings, Investments, Protection and Estate Planning.
 
Independent Financial Adviser 2.19 mi
We provide unbiased, independent advice on the full range of financial products available on todays market.