Active Chartered Financial Planners - Stockton-on-Tees

Active Chartered Financial Planners is a financial planning company located in Stockton-on-Tees, UK. Their address is Active House, Dukes Ct, Dukesway, Thornaby, Stockton-on-Tees TS17 9LR, United Kingdom.

You can contact them by phone at 1642765957. Their website is activefinancialplanners.co.uk.

Specialties

Active Chartered Financial Planners specializes in financial planning. They offer expert advice and guidance to help individuals and businesses make informed decisions about their financial future.

Other Points of Interest

Their office is wheelchair-accessible, with a car park, entrance, and toilet that can accommodate wheelchairs. They also have on-site parking available for visitors.

Opinions

This company has received 7 reviews on Google My Business, with an average rating of 5/5. Customers have praised Active Chartered Financial Planners for their knowledgeable and friendly advisors, as well as their ability to secure favorable outcomes for their clients.

For example, one customer said, "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."

Recommendation

If you are looking for expert financial planning advice, Active Chartered Financial Planners is an excellent choice. With their wheelchair-accessible office, knowledgeable advisors, and proven track record of success, you can trust them to help you make informed decisions about your financial future.

Visit their website at activefinancialplanners.co.uk to learn more and schedule a consultation.

👍 Reviews of Active Chartered Financial Planners

Ruth Kelly

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. Loizou

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 Miah

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 Thomas

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 Bynoe

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 Robinson

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 whitaker

5/5

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