Active Chartered Financial Planners - Stockton-on-Tees

Active Chartered Financial Planners: A Trusted Financial Guide in Thornaby

Active Chartered Financial Planners is a distinguished financial advisory firm located in Thornaby, Stockton-on-Tees, United Kingdom. With its strategic position at Active House, Dukes Ct, Dukesway, Thornaby, TS17 9LR, this company stands ready to offer expert financial guidance tailored to individual needs. For those seeking reliable advice, Active Chartered Financial Planners is a name to trust, as evidenced by its impressive online presence and positive customer feedback.

Key Features and Services

Specialties: The firm specializes in providing comprehensive financial planning services, with a particular emphasis on crafting personalized strategies that address the unique financial situations of their clients.

• Financial Planning: Assisting clients in achieving their financial objectives, from saving and investing to retirement planning.
• Trust Fund Management: Offering expertise in managing and growing trust funds.

Active Chartered Financial Planners is equipped to handle a wide array of financial needs, making it a one-stop solution for personal finance management.

Accessibility and Convenience

Accessibility: The office at Active House is fully wheelchair accessible, ensuring that everyone can receive personalized financial advice comfortably. The parking lot and restrooms are also accessible for convenience and ease of use.

Customer Reviews and Ratings

The company boasts an impressive average opinion of 5/5 stars based on 7 reviews on Google My Business. A glowing review highlights the exceptional service provided by James, an advisor who is informative, knowledgeable, and friendly. His professionalism led to a satisfactory outcome for a trust fund case, earning the recommendation to anyone in need of financial advice.

Contacting Active Chartered Financial Planners

For those considering seeking financial advice from Active Chartered Financial Planners, the following information is essential:

• Address: Active House, Dukes Ct, Dukesway, Thornaby, Stockton-on-Tees TS17 9LR, UK
• Phone: 1642765957
• Website: activefinancialplanners.co.uk - A platform where potential clients can find more detailed information about their services and how to get in touch.

It is recommended that interested individuals call the office or visit their website to book an appointment and discuss their financial goals with one of their advisors. Given the wheelchair-friendly facilities and the commitment to personalized service, choosing Active Chartered Financial Planners could be a significant step towards securing your financial future.

Final Recommendation

If you're looking for a financial advisor who not only understands your needs but also delivers results, Active Chartered Financial Planners is worth contacting without delay. Their dedication to providing exceptional service, coupled with their accessible location and customer satisfaction, makes them a top choice for anyone in need of professional financial guidance. Visit their website or give them a call today to start planning your financial future with confidence.

👍 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