Active Wealth Independent Financial Advisers Ltd

Independent Financial Adviser Montrose, Solomons Lane, Shirrell Heath, Southampton, Hampshire, SO32 2HU
FCA verified
12th August 2019
Choosing a financial partner is one of the most important decisions you will ever make. Take your time, choose wisely.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Kevin Cull
Independent Financial Adviser
adviser-person
Ken Bannister
Independent Financial Adviser
Where to find us

Montrose, Solomons Lane, Shirrell Heath, Southampton, Hampshire, SO32 2HU

About us

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.

Our services

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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Compliance

Active Wealth Independent Financial Advisers Ltd is authorised and regulated by the Financial Conduct Authority No 828799.

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