Active Financial Services Ltd
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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
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
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Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Expatriate finances
- EEA
- Rest of world
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Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group ISA
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk
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Long Term Care
- Long term care
4 Whitebark, Burdon Vale, Sunderland, Tyne and Wear, SR3 2NX
WHAT MAKES US SO SPECIAL? IT’S A GOOD QUESTION WITH A SIMPLE ANSWER. AT ACTIVE, WE UNDERSTAND THAT FINANCIAL PLANNING CAN SEEM LIKE A COMPLICATED AREA. We also know this makes it even more important for you to have real confidence and total trust in the team you choose for financial advice and management. That’s why we work harder and smarter to provide a more tailored and relevant service, all delivered with professionalism and integrity you know you can count on.
WHO ARE WE? WE’RE ONE OF THE LEADING INDEPENDENT CHARTERED FINANCIAL PLANNING TEAMS IN THE NORTH; A RESPECTED FIRM WITH A GREAT REPUTATION FOR HELPING BUSINESSES AND INDIVIDUALS TO PROTECT AND GROW THEIR FINANCES IN WAYS THAT SUIT THEM, NOT US. Through a rare mix of expertise, impartiality and superb relationship building, we’re already giving hundreds of satisfied clients the peace of mind that comes from knowing we’ve made their financial interests ours too.
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