Active Chartered Financial Planners
Active Chartered Financial Planners is a financial services company located in Stoford, England. They specialize in providing expert financial planning services to their clients. With a focus on delivering personalized solutions, Active Chartered Financial Planners helps individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing top-notch service and advice to their clients. Whether you need help with retirement planning, investment management, or other financial services, Active Chartered Financial Planners is here to help.
Introduction to Active Chartered Financial Planners
Active Chartered Financial Planners is a financial services company that was established in 2000. The company has a mission to provide quality financial planning that is tailored to each customer's individual needs. What makes this company unique is that they are chartered financial planners, which means they adhere to the highest professional standards in the industry.Services & products
Active Chartered Financial Planners offer a range of services that include retirement planning, investment planning, tax planning, and more. Customers can expect to receive personalized financial advice that is tailored to their specific needs. The company also offers a range of financial products, such as pensions, ISAs, and life insurance.Location
Active Chartered Financial Planners is located in Stoford, a town in the county of England. The area is home to a variety of businesses, including manufacturing, retail, and service industries. Customers can expect to experience a friendly and welcoming atmosphere in the area. The nearest public transportation options are the Thornaby railway station, which is 1.5 miles away, the Teesside International Airport, which is 8 miles away, and the Middlesbrough railway station, which is 4 miles away.Benefits
Customers should choose Active Chartered Financial Planners because of their commitment to providing quality financial planning that is tailored to each customer's individual needs. The company's chartered status also ensures that they adhere to the highest professional standards in the industry.Good to know
Customers should be aware that Active Chartered Financial Planners is a fee-based company, which means they charge a fee for their services rather than earning commissions on financial products.Reviews
Customers have praised Active Chartered Financial Planners for their professionalism, expertise, and personalized service. They have also been commended for their commitment to helping customers achieve their financial goals.Amenities
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financial planning -
investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
FAQ
What types of financial planning services do you offer?
We offer a range of financial planning services including retirement planning, investment planning, tax planning, estate planning, and risk management. Our financial planners work closely with clients to understand their unique financial goals and create personalized plans to help them achieve those goals.How do you customize financial plans to fit individual clients?
We take a personalized approach to financial planning and work closely with each client to understand their unique financial situation, goals, and risk tolerance. We use this information to create a customized financial plan that is tailored to their specific needs and goals.What are your fees and how are they structured?
Our fees vary depending on the complexity of the financial planning services required. We offer a transparent fee structure that is based on an hourly rate or a fixed fee for specific services. We provide clients with a clear breakdown of our fees before any work begins.What professional qualifications do your financial planners have?
Our financial planners are highly qualified and experienced professionals who hold a range of professional qualifications such as Certified Financial Planner (CFP), Chartered Financial Planner (CFP), and Chartered Wealth Manager (CWM). We are committed to ongoing professional development to ensure our planners are up-to-date with the latest industry developments and regulations.Can you provide references or testimonials from satisfied clients?
Yes, we are happy to provide references and testimonials from our satisfied clients. We have a strong track record of delivering high-quality financial planning services and are proud of the positive feedback we receive from our clients.Reviews
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Constantinos T. Loizou
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!
17-01-2023
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Julian Bynoe
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
17-11-2022
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Shirajul Miah
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!!
17-11-2022
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Robert Thomas
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.
17-06-2022
