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Additional information
 
Active Financial Advice
 
 
Overview: 

Here at Active Financial Advice we deal with people and business from all walks of life, in a wide variety of financial planning areas. Whether you are an individual wanting to make sure their loved ones are taken care of in the event of your death, or a business owner wishing to set up a pension scheme for your members of staff; we will work with you to identify the areas you need to address and to recommend and implement an appropriate solution.

We pride ourselves on building a lifelong relationship with our clients and helping them to adapt their financial plans as their lives and/or businesses change.

Some of the areas we discuss may include, but are not limited to the following:

Pension Planning

When do you want to retire and how much income will you need?

   
Life Assurance
How much cash would your family need to maintain their current lifestyle if you die prematurely?
   
Income Protection

Would you require a regular income or a cash sum if you suffered a serious illness or disability?

   
Investments/Regular Savings

Are you making the best use of any spare capital or surplus income?
   
Mortgages

Do you want to reduce your current mortgage outlay or are you moving home?

   
Protecting your business                                                                                                                                       How would your company cope with the loss of you or another key employee through accident or sickness?

Workplace pension                                                                                                                                Is your company prepared for auto enrollment and the new workplace pension rules?



 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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