Active Financial Services
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Mortgages
- Equity release
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISAs
- Investing for income
- OEICs
- Socially responsible investments
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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
- Group pensions
- Group protection
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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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