Active Chartered Financial Planners Ltd

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. Our Clients often find us through recommendation, and stay with us because of the level of service we offer, and our focus on their financial needs. Our Chartered Status is central to our business, and demonstrates our commitment to remaining at the forefront of the industry. We welcome change within the sector, and believe that the quicker it can be understood and embraced, the better. EVEN SO, WE’VE ALSO GOT THE FLEXIBILITY AND VISION TO BE ABLE TO PROVIDE A HIGHLY PERSONALISED SERVICE THAT’S BUILT AROUND EVERY INDIVIDUAL AND BUSINESS WE WORK WITH. For clients, this means the best of both worlds. It means you’ll enjoy advice and support that’s geared specifically towards you or your business, but you’ll also reap the rewards of our extensive experience when it comes to knowing how best to achieve your desired results. GETTING TO KNOW YOU OUR WORK BEGINS WITH GETTING TO KNOW YOU, YOUR CIRCUMSTANCES AND YOUR PERSONALITY, OR GETTING TO KNOW YOUR BUSINESS IF YOU’RE A COMMERCIAL CLIENT. As well as a face-to-face chat for finding out about each other, we’ll complete a confidential client questionnaire covering areas like personal information, current arrangements and your attitude to risk. RESEARCH Next comes the research, and here we’ll use our expertise, professional networks and state-of-the-art independent software systems to find the perfect financial products for reaching your goals. RECOMMENDATION OUR RECOMMENDATIONS WILL TAKE INTO ACCOUNT ALL WE KNOW ABOUT YOU AND EVERYTHING WE KNOW ABOUT FINANCE, AS WELL AS THE FINDINGS OF OUR RESEARCH, INTO THE VERY LATEST PRODUCTS. Better still, we’ll present our recommendations simply and clearly, giving you plenty of opportunity to ask questions. We’ll also give you a breakdown of any costs you’ll incur if you go ahead and act on our advice, and we’ll remind you that there’s no obligation to sign up for any products if you decide they’re not for you. IMPLEMENTATION IF YOU DO DECIDE TO ACT ON OUR RECOMMENDATIONS, OUR EXPERIENCED SUPPORT TEAM ARE HERE TO HELP YOU COMPLETE ANY PAPERWORK. Fast, friendly and thorough, they’ll make sure all the right boxes are ticked and documents signed.

Address: 1 Dukes Court, Thornaby, Stockton-On-Tees. TS17 9LR, UK

Phone: +44 01642 765957
FAX: +44 01642 764893