Financial Advisers (Independent) in Stockton-on-Tees

From our Head Office in Stockton-on-Tees, Active offers a professional Independent Wealth Management service to Private Individuals, Commercial Businesses and Professional Practices throughout Teesside, the North East of England and beyond.

One of our many advisers can therefore meet with you in a place and at a time that most suits you, whether that be in the surroundings of your own home, place of work, or if you prefer, our Head Office in Stockton-on-Tees. We pride ourselves on providing an unrivalled level of personal service and for giving professional financial advice that is simple to understand.

From 1st January 2013, the world of Financial Advice will be changing following the FSA's Retail Distribution Review. This review will make all advisers work differently to the 'Large Commission' format historically, becoming Fee Based instead. Qualifications will also need to be higher for all Advisers wishing to be classed as Independent. Early indications show that up to one third of all Advisers will leave the industry at this time, thus leaving many clients without an Adviser, having paid significant commissions for their services.

We are proud to say that Active Financial Services has already been practicing to these new rules for many years now, and as such we would re-assure you that we will continue to be offering Independent Financial Advice for many more years to come.

As our independent status would suggest, we can access the current marketplace to identify and develop a bespoke solution tailored to meet your individual needs and requirements, without being tied to a limited number of product providers. We understand and respect that each person's needs and attitudes differ, so we take great care to ensure you receive the best products available to meet your aims.

Regular Saver, First Time Investor or Sophisticated High Net Worth Individual? Whatever your position, we have a solution to meet your needs. To make the experience easier for you too, our Teesside based team of highly experienced, Chartered and Diploma qualified advisers work throughout the North East and beyond.

In a complex and rapidly changing world, it is not surprising that investors are confused by the wide array of investment options available, taxation due and the conflicting advice they see and read in the media every day.

Investors themselves can also vary enormously in both their circumstances and financial requirements but all share a common concern - to have their assets looked after in the best possible way.

Most are aware that over the long-term, investment in areas such as Equities have historically provided a better total return than almost any other form of investment and certainly better than bank or building society accounts. However it is important to achieve the right balance between security and risk and between income and capital growth.

While "savings" is generally a term applied to regular (e.g. monthly) savings, "investments" tend to refer to lump sums. Whether you are seeking to invest a lump sum or save on a regular basis, managing risk in the increasingly diverse and complex investment market is very important.

For the more sophisticated investor, we are also able to offer full Discretionary Fund Management through our chosen partner, Cheviot Asset Management. These bespoke offerings position Active at the forefront of the investment market place, offering you a wider range of investment solutions compared to most other financial advisers in the market.

Authorised & Regulated by the Financial Services Authority - 193065

Active Financial has been providing Pension and Retirement Planning advice in Teesside and the North East for many years and our thoughts have always remained the same; 'It is never too early to start saving for retirement'. But what are your options? What's involved? And how can you boost your income when you retire?

State of the Art Systems

At Active, we use state of the art, independent systems and have the required higher qualifications to offer you a full Pension Review Service, irrespective of your circumstances. This is something not many other Advisers can offer!

Business or Individual

We are also able to advise Businesses of their obligations under the forthcoming Pension reforms such as AutoEnrolment whereby the Employer must contribute to a scheme on behalf of the Employee, something which will impact upon all businesses and employees.

Providing Independent Mortgage Advice throughout, Teesside and the North East for over 25 years, we have the experience to make a difference and to help you chose the best mortgage possible.

As Independent Advisers, we are not restricted to a particular lender when advising you. We can draw on information from the whole marketplace, which can change on a daily basis.

There has also never been a more important time to take independent advice on your mortgage than now. In the current 'Credit Crunch' climate, you cannot simply rely upon your existing High Street Lender to provide you with the best mortgage available. It is also vital to fully understand the terms of the product you are applying for and therefore our role is not just to find you the 'cheapest' product, but to find you the most suitable, and for the best price. This is something you do not get on price comparison websites or through call centres.

For most people, choosing the right mortgage will be one of the most important financial decisions they ever make. That's why our clients trust us to assist them year after year.

No matter what your circumstances, we will endeavour to find a mortgage to suit you.

Opening Hours: Monday 9am - 5pm, Tuesday 9am - 5pm, Wednesday 9am - 5:30pm, Thursday 9am - 5:30pm, Friday 9am - 5:30pm, Saturday and Sunday 9am - 5:30pmClosed on Bank Holidays