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  11. Active Financial Services

Active Financial Services

Independent Financial Adviser  The Watermill, Bellerby, North yorkshire, DL8 5QN
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FCA authorised
Last authorised 15th January 2020
Provision of quality bespoke advice from a Chartered Financial Planner with over twenty years experience.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Stockbroking services
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Long term care
Meet our advisers
Alastair Thornton ACII Chartered Financial Planner
Independent Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

The Watermill, Mill Lane, Bellerby, North Yorkshire, DL8 5QN

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