Active Financial Services
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
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Mortgages
- Equity release
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Tax & trust planning
- Estate planning
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Business
- Commercial mortgages
- Corporate pension
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
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Stockbroking services
- Stockbroking services
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Long Term Care
- Long term care
The Watermill, Mill Lane, Bellerby, North Yorkshire, DL8 5QN
Active has been established for over 25 years and offers a professional Independent Wealth Management service to Private Individuals, Commercial Businesses and Professional Practices throughout Yorkshire and the North East of England.
Specialists in Investments, Pensions and Inheritance Tax. Structured review system to make sure you are always fully informed and comfortable with all of your financial affairs.
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