Our comprehensive services
Your Active Financial Partners adviser can help you make sense of your finances.
More than that, they will make sure they understand your financial priorities and, drawing on their extensive experience and expertise, work with you to help you achieve them. So whatever your objectives - fund your children's weddings, retire at 55, pass on your wealth to your family, enjoy the holiday of a lifetime, increase your retirement income - they will do their utmost to find solutions that work for you.
Life is not always plain sailing, your financial situation may change, as may your priorities. Our clients can trust their AFP adviser to direct them through the financial consequences of whatever life may bring.
Portfolio management
Everyone wants to maximise the growth on their investments, using a selection of well-managed investment funds can often be the best solution.
Portfolio managementRetirement planning
Retirement planning is the important task of deciding how you will live once you retire
Retirement planningFamily protection
Family protection is a simple way to help financially protect you, your home and your loved ones.
Family protectionEquity Release
Unlocking money from your home. Equity release plans, also called lifetime mortgages, home reversion or home income plans are a way of releasing cash, whether to buy that new car, to pay for a holiday or home improvements, or simply to make daily life more comfortable
Equity releaseMortgage planning
Getting the right mortgage deal can mean making some pretty difficult choices, it makes sense to seek the best professional advice.
Mortgage planningTrue Potential
Active Financial Partners provide the capability to give their clients their information wherever and whenever they need it. With this ethos in mind, clients can access their financial information through their mobile devices 24/7.
In detail