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 (57 from April 2028), 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 protectionLifetime Mortgages
Equity release is the process of unlocking funds from your home, via a number of different products, 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 planning