“I am a firm believer in doing
business with people you like and
trust.” – Active client Gary has been
delighted with the service he has
received from the Tees firm.
SAFE
HANDS
T
rust is a big issue when it
comes to deciding what to
do with your finances, and
never before has this been
more prevalent than the
current situation we all find
ourselves in.
An existing pension portfolio
or simply planning for retirement,
managing your investments or saving
from your hard earned wages –
whatever your circumstances, it can
be a brave step deciding ‘how’ to
make your next financial move and
ultimately ‘who’ to choose for that
advice.
Teesside-based Active Chartered
Financial Planners has been in
business for 20 years and in that two
decades, has built up a firm and very
loyal client base.
How Active are keeping their clients
happy during challenging times
And if you ask their clients what
they think, several things quickly
become clear. Trust, transparency
and close communication coupled
with a personal approach are what
people value about Active, as well as
the expert knowledge its team offers,
naturally.
Many clients have been with the
company or their adviser for many
years, some going back to the late
‘80s, such is the value, service and
advice they have been given over the
years.
“It certainly felt that I needed
someone I knew and I could trust to
enact my pension plan,” said client
Paul.
“The professional relationship with
Active has excelled, my expectations
have been exceeded because of the
amount of clear information I have
received from Active and the way that
my investments have performed as
well.”
“I am a firm believer in doing
business with people you like and
trust. They are always there at the
end of a phone if I need any advice, or
email etc. They always respond very
positively and quickly to any concerns
I have,” said client Gary.
Established in 2000, the firm’s
tagline is The Clear Advantage –
leading the way in helping businesses
and individuals to protect and
grow their finances in a way that
differentiates them from many in the
industry.
It is an approach that has put
multiple award-winning Active
amongst the most well respected
50 | Tees Business