Active Wealth Independent Financial Advisers Ltd

Independent Financial Adviser  Montrose, Winchester, Hampshire, SO22 5HJ
First meeting at adviser's own cost
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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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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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Socially responsible investments
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Lump sum
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Regular savings
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Critical illness
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Healthcare
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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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Commercial mortgages
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Stockbroking services
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 6th April 2020
Meet our advisers
Ken Bannister
Independent Financial Adviser

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Kevin Cull
Independent Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

What our clients say
As a practising Solicitor with over 40 years experience I have known Ken for approx 7 years as both friend and professional advisor. In the latter capacity he has assisted me and clients and I was most impressed with the detail and clarity of his reports and his easy to understand laymans explanation of difficult concepts. He also gets good results and consistent returns. I would have no hesitation in recommending him.
Roger, Hampshire
Ken has advised on our investments now for many years. We receive regular updates to the latest investments and pensions and we are happy with their performance. Ken now handles our wills and lasting power of attorney and we have every confidence in him and the excellent job he does with precise attention to detail. He is an extremely trustworthy advisor.
John, Hedge End
For our family, Ken has accessed up to date market knowledge, policies, benefits and legalities and has set us up with wills, trusts, life policies, investment funds and ISAs in the most tax effect way ensuring Inheritance Tax is kept to a minimum. The children will be provided for, and our money is working as possible. I now have peace of mind that if anything happens, our affairs are in order.
Henrietta, Park Gate, Hampshire
Ken has advised my husband & I for many years now. He always explains things very well, we have always trusted him with our finances and during the recession has still managed to make our investments grow. Ken has a very friendly approach, understands our goals & attitude to risks. We would have no hesitation in recommending his services.
Janet and Roger, Romsey, Hampshire
If you want a frank and honest advisor then Ken is exactly that. After my Father passed away and my Mother did not know what to do with their existing savings etc. Ken was invaluable in assisting us in advising my Mother to do what was best. She felt relaxed and completely unpressurised with Ken and completely trusts his judgements and advice as I do myself. You won't get much better!
Nick, Portsmouth, Hampshire
Ken has proved himself to be routinely prompt, polite, focused and knowledgeable and we have come to trust him as our Advisor.
Robert, Waltham Chase, Hampshire
Ken has overseen our general investments now for many years and over this time we have got to know what an excellent job he does. We are kept fully informed as to what is happening regarding our investment and are happy with the results achieved. Any communication is dealt with swiftly and all members of his company are most pleasant.
Gary and Val, Petersfield
Ken has looked after us well for many years. We have seen our investments grow and realised the flexibility of our asset through key mortgage and investment advice. Ken also helped us prepare for the future to ensure inheritance tax efficiencies. He is always very flexible to meet with when and where convenient. Always a pleasure to deal with.
Karen, Basingstoke
The first thing Ken did was have us fill out a "profile form" to ascertain what kind of investors we might be: high-risk, low-risk, conservative, etc. My husband and I both found that Ken listened well to our circumstances and what we wanted and needed, in particular our concerns about the need for ethical investment. He has been very un-pushy right from the beginning always giving us plenty of time to think about things and patiently going through what we didn't understand. He has done an excellent job of getting good returns for our ethically invested portfolio and keeping us informed with updates and reports as well as looking out for the most cost-effective way of managing it. Though always professional, he has the personal touch.
Wendy and Steve, Petersfield
Ken shows a relaxing confidence in his approach to advising on what is best for me and my family. I have been guided by him for a number of years and will continue to do so.
Peter, Southampton
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 long standing relationships with our clients.

We take pleasure in assisting our clients to achieve their financial goals.

Our services

We are proud that clients tell us, due to our trust and integrity that they feel confident in our advice and they are kept informed of progress and changes. Our testimonials reflect clients' views that in a relaxed manner, we are very personable and make a complex subject easy to understand.

Where to find us
Head office address: Montrose, Solomons Lane, Shirrell Heath, Shirrell Heath, Southampton, Hampshire, SO32 2HU
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 6th April 2020

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