Financial Planners, Mortgage Brokers

Active Finance UK

Active Finance UK is a financial services company based in Fareham, England. They specialize in providing expert financial planning and mortgage brokering services to their clients. With a team of experienced professionals, Active Finance UK is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether it's planning for retirement, buying a home, or investing for the future, Active Finance UK has the expertise and knowledge to help their clients make informed financial decisions.

Introduction to Active Finance UK

Active Finance UK is a financial services company based in Fareham, England. With a history of providing top-notch financial planning and mortgage brokerage services, this company is dedicated to helping its clients achieve their financial goals. What makes Active Finance UK unique is its commitment to providing personalized solutions that meet the individual needs of each client.

Services & products

Active Finance UK offers a wide range of financial services, including financial planning, mortgage brokerage, and other financial products. Clients can expect to receive expert advice and guidance on investments, retirement planning, and more. Additionally, the company offers a variety of mortgage options, including first-time buyer mortgages, buy-to-let mortgages, and remortgages.

Location

Active Finance UK is located in the heart of Fareham, a bustling town with a variety of businesses and amenities. Visitors to the area can expect to find everything from local shops and restaurants to larger retail chains and supermarkets. The town is also well-connected by public transportation, with the Fareham train station just a short distance from the company's offices. Other nearby public transportation options include the Fareham Bus Station and the Portchester Train Station.

Benefits

Customers who choose Active Finance UK can expect to receive expert advice and guidance from experienced financial planners and mortgage brokers. The company is dedicated to providing personalized solutions that meet the individual needs of each client, and is committed to helping its clients achieve their financial goals.

Good to know

Clients should be aware that Active Finance UK is a fee-based financial planning and mortgage brokerage firm. This means that the company charges a fee for its services, rather than receiving commission from financial products.

Reviews

Customers have consistently praised Active Finance UK for its expert advice, personalized service, and commitment to helping clients achieve their financial goals. Many have noted the company's friendly and approachable staff, as well as its ability to provide tailored solutions that meet their unique needs. Overall, clients have found Active Finance UK to be a reliable and trustworthy partner in achieving their financial goals.

Amenities

financial planning
investment advice
retirement planning
tax planning
insurance coverage
wealth management
budgeting assistance
credit counseling
refinancing options
home equity loans

FAQ

What types of mortgages do you offer?

We offer a variety of mortgages including fixed-rate, adjustable-rate, government-backed, and jumbo loans. We work with multiple lenders to find the best fit for each individual client's needs and financial situation.

What are the fees associated with your services?

Our fees vary depending on the specific service being provided. For mortgage services, we typically charge a loan origination fee and may also charge for services such as credit reports and appraisals. For financial planning services, our fees may be based on a percentage of assets under management or on an hourly basis. We are transparent about our fees and will discuss them with clients before providing any services.

What types of financial planning services do you offer?

We offer a range of financial planning services including retirement planning, investment management, tax planning, estate planning, and insurance analysis. Our goal is to help our clients achieve their financial goals and make informed decisions about their money.

How do you customize financial plans to fit individual clients?

We take a holistic approach to financial planning, taking into account each client's unique financial situation, goals, and risk tolerance. We work closely with our clients to understand their needs and develop a customized plan that aligns with their specific goals and objectives.

What are your fees and how are they structured?

Our fees vary based on the specific service being provided and are structured in a way that is transparent and fair to our clients. For mortgage services, we typically charge an origination fee and may also charge for services such as credit reports and appraisals. For financial planning services, our fees may be based on a percentage of assets under management or on an hourly basis. We are committed to providing our clients with clear and transparent information about our fees and will discuss them upfront before providing any services.

Reviews

Ashley Murray

Best broker around

28-04-2023
Vijay Solanki

I am really happy with the service and advice Provided by Russell. No hesitation in recommending Active Finance

28-03-2023
Hayley Smart

Excellent company , highly recommend! The staff are amazing and nothing was ever a problem, couldn’t do more for you . Everything went smoothly . Will definitely be using them again .

28-03-2023
Sandra Turner

Positive approach and very knowledgable finding a positive outcome.

28-03-2023
Prekash Raju

Russell was excellent from the initial AIP application right through to the final purchase completion. Efficient, competent, thoroughly recommended.

28-03-2023
Toby Smith

Fantastic, knowledgeable service. Russell and the team never fail to impress. I've referred him many times to friends, colleagues and clients and all have similarly glowing feedback. Highly recommend.

28-02-2023
Chris Wright

Russell and Angela provided me with a fantastic efficient service right up to completion. Highly recommend!

28-02-2023
Carl Brown

Very efficient and professional. They explained in detail all that was required and what they offered, explaining why they felt the product they sourced for us best suited our needs. They answered any queries we had without hesitation and clearly knew there subject in depth. As they also handled our previous mortgage a few years ago, this showed stability and reliability. Would not hesitate to recommend to family and friends. Russell the financial advisor and Angela the administrator were excellent and supportive throughout the process.

28-02-2023
V Messer

Great service ,could not ask for more ! Knowledgeable,efficient,friendly.Russel Jenkins has been amazing !Has been in touch every step of the way,keeping us informed of whats going on and got the best deal for us.Great service could not ask for more ! I really would recommend this company,the service was excellent !!Thank you!

28-05-2020