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  11. Active Financial Services Ltd

Active Financial Services Ltd

Independent Financial Adviser  4 Whitebark, Sunderland, SR3 2NX
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FCA authorised
Last authorised 9th May 2022
North East based Chartered Financial Planners with a fantastic reputation for integrity, professionalism and efficiently.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Group risk
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Long term care
Meet our advisers
MR Paul Newton FPFS
Chartered Financial Planner, IFA and Fellow of Chartered Institute of Insurers
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

4 Whitebark, Burdon Vale, Sunderland, SR3 2NX

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