Active Wealth Independent Financial Advisers Ltd
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
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Long Term Care
- Long term care
Montrose, Solomons Lane, Shirrell Heath, Southampton, Hampshire, SO32 2HU
Active Wealth Independent Financial Advisers Ltd provide a full range of financial planning services.
We are directly regulated by the Financial Conduct Authority and provide trusted Independent Financial Advice and Estate Planning. We put our clients first at all times, and aim to exceed their expectations.
Through this approach we attract and maintain strong and mutually beneficial relationships.
We take pleasure in assisting our clients to achieve their financial goals.
We have been told that clients feel confident in our advice and they are kept informed of progress and changes. We are very personable and make a complex subject easy to understand. We assist out clients in achieving their personal and financial goals.
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