Active Financial Services Ltd

Independent Financial Adviser  4 Whitebark, Sunderland, Tyne and Wear, SR3 2NX
check
FCA authorised
Last authorised 26th October 2020
North East based Chartered Financial Planners with a fantastic reputation for integrity, professionalism and efficiently.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
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
  • icons
    Face to face

4 Whitebark, Burdon Vale, Sunderland, Tyne and Wear, SR3 2NX

Similar advisers near you

Independent Financial Adviser 0.77 mi
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Sunderland, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
 
Restricted - whole of market 1.2 mi
Retirement and Pension Specialist, locally based, over 21 years experience. Call today for a free consultation or initial chat.
 
Independent Financial Adviser 2.3 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 2.9 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.