Active Chartered Financial Planners - Stockton-on-Tees

Active Chartered Financial Planners

Active Chartered Financial Planners is a reputable financial planning firm located at Active House, Dukes Ct, Dukesway, Thornaby, Stockton-on-Tees TS17 9LR, United Kingdom. Their phone number is 1642765957 and their website is activefinancialplanners.co.uk.

This company specializes in providing expert financial planning services. Some key features of Active Chartered Financial Planners include a wheelchair accessible entrance, parking lot, and restroom. Appointments are required. There is also on-site parking available.

With 7 reviews on Google My Business, Active Chartered Financial Planners enjoys a strong reputation. The business has earned a impressive average rating of 5 out of 5 stars. Clients appreciate the knowledgeable, friendly advisors who go above and beyond to secure favorable financial outcomes.

Our first time using this company and it won't be the last. We needed some advice about a trust fund. James our advisor was very informative, knowledgeable and friendly. He gave us great advice and pursued our case until he secured a very favorable outcome for the trust. We would recommend this company to anyone who needs financial advice.

With their commitment to accessibility, personalized service, and excellent results, Active Chartered Financial Planners provides a top-notch financial planning experience. Whether you need help with trusts, investments, or other financial matters, this experienced team is well-equipped to guide you.

For comprehensive, expert financial planning, make Active Chartered Financial Planners your first choice. Contact them today to schedule an appointment. Their services are worth the wait

Specialties:

• Financial planner

Other points of interest:

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointment required
• On-site parking

👍 Reviews of Active Chartered Financial Planners

Ruth K.

5/5

Our first time using this company and it won't be the last . We needed some advice about a trust fund. James our advisor was very informative , knowledgeable and friendly. He gave us great advice and pursued our case until he secured a very favourable outcome for the trust. We would recommend this company to anyone who needs financial advice

Constantinos T. L.

5/5

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!

Shirajul M.

5/5

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!!

Robert T.

5/5

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.

Julian B.

5/5

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

Sarah R.

5/5

Great service from start to finish from Daniel Knott. Very professional and was able to answer all our questions. Would highly recommend - thanks!

james W.

5/5

Great service very professional highly recommended this is where you need to be for anything financial