Response rating
7.0/10
FCA verified
20th March 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
    • Pension consolidation
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Estate 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

I have a warm and friendly manner to which many of my clients find welcoming. I am a good listener and always aim to keep jargon down to a minimum. I have spent the last 23 years plus within the Financial Services Industry and during this time I have dealt with many different types of client and personalities all of which have helped me develop my advisory style.
Being a qualified Financial Adviser is obviously necessary in the current market place however I also believe that being approachable in the eyes of the client is just as important.

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

QCF 4 - Qualified
Dip PFS - Working towards Chartered Status.

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