Active Financial Services
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Business
- Commercial mortgages
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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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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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Tax & trust planning
- Estate planning
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Savings
- Lump sum
- Regular savings
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Mortgages
- Equity release
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Long term care
- Long term care
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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