17th July 2017

Active Financial Services

Independent Financial Adviser The Watermill, Mill Lane, Bellerby, North Yorkshire, DL8 5QN

Provision of quality bespoke advice from a Chartered Financial Planner with over twenty years experience.

We can advise you on

Business
- Commercial mortgages
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Stockbroking services
- Stockbroking services
Tax & trust planning
- Estate planning
Savings
- Lump sum
- Regular savings
Mortgages
- Equity release
Long term care
- Long term care

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

Meet our advisers

Alastair Thornton ACII Chartered Financial Planner

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

CF8 - Certificate in Long-Term Care Insurance (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

H15 - Supervision and Sales (CII)

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

R02 - Investment Principles (CII)

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

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

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.

ACII - Associateship Examination (CII)

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

Where to find us

About us

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.

Our services

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.

Compliance

Active Financial Services Ltd
Registered in England and Wales Company Reg No 4039863
Authorised and Regulated by the Financial Conduct Authority
We are entered on the FCA register number 193065

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

We can advise you on

Business
- Commercial mortgages
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Stockbroking services
- Stockbroking services
Tax & trust planning
- Estate planning
Savings
- Lump sum
- Regular savings
Mortgages
- Equity release
Long term care
- Long term care

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Compliance

Active Financial Services Ltd
Registered in England and Wales Company Reg No 4039863
Authorised and Regulated by the Financial Conduct Authority
We are entered on the FCA register number 193065

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

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