Active Chartered Financial Planners

Reviews, get directions and contact details for Active Chartered Financial Planners

About

Chartered Financial Planners for Private Clients, Corporate Businesses & Professional Practices. Planning Today, To Secure Your Financial Tomorrow.

Story

Active Chartered Financial Planners was formed in 2000, and from humble beginnings, is now regarded as one of the region’s leading firms of Independent Chartered Financial Planners.

From our Head Office in Stockton-on-Tees, we cover the entire North East and Yorkshire regions; making us one of the largest Independent firms to serve the area.

Our team of specialist Independent Advisers provide a full suite of holistic financial planning services to Private Individuals, Corporate Businesses and Professional Practices.

The services we offer:

Mortgage Planning
Later Life Planning
Retirement Planning
Protection Planning
Investment Planning
Business Planning

Products

Mortgage Planning
Later Life Planning
Retirement Planning
Protection Planning
Investment Planning
Business Planning

Address: Active House, 1 Dukes Court,, Thornaby TS17 9LR, UK

Phone: 01642 765957

Website

ku.oc.pfevitca@ofni

State: Stockton-on-Tees

City: Thornaby

Zip Code: TS17 9LR

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews

Excellent and very attentive service from Active Financial and particularly Mr Sid Rana, who has guided and supported us through the whole process of BTL mortgage. Brilliant communications and always very responsive to our queries. He has even taken our calls and emails whilst on holidays, in order to expedite the process! Helped us all the way through and managed to get tus the best rates on the market, particulate at the current turbulent times! I would highly recommend their services!

I was recommended Sid and his company to help me find and secure a mortgage as my wife and I were first time buyers and I couldn't thank him enough. He helped me throughout the process and even messaged me in between to check up on the progress!!

John is very professional and did a great job on our remortgage, my wife is self employed and this no problem for them. The process was very smooth highly recommend

I have been using Active Chartered Financial Planners now for over five years and have seen my pension  grow beyond  my expectations.  Most people when they start to take their pension just opt for the 25% tax free amount and remainder goes into an annuity,  but after speaking to Active and another ifa I found that I could get more from my pension by putting my funds into a sipp account. After speaking to Active and the other IFA I opted for Active due to their better charging policy and due to the professionalism of the Active IFA I have been dealing with. I would highly recommend Active Chartered Financial Planners.

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