Active Wealth Independent Financial Advisers Ltd

Independent Financial Adviser  Montrose, Winchester, Hampshire, SO22 5HJ
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FCA authorised
Last authorised 6th July 2020
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
Meet our advisers
Ken Bannister
Independent Financial Adviser
Kevin Cull
Independent Financial Planner
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.

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

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

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