Please remember, an IFA is not an investment expert, likewise an Investment manager is not a financial planning expert.
Why would we propose utilising an IFA?
A good IFA (Independent Financial Adviser) is crucially important in ensuring your broad financial planning strategy is understood and properly formatted.
A good IFA will be an expert in planning your finances for the future, including your pension and inheritance issues.
Having worked with many financial planners over the years, we believe that Teesside based Active are one of the best in the region. All their advisors are qualified and chartered. Their expertise is specialised: advisors have areas of speciality knowledge rather than covering the huge cross section of subjects that fall under the financial planning umbrella. Their charges are appropriate, realistic and visible.
Active also has a panel of investment houses which could ultimately be used to meet your objectives. Vinay will attend all meetings with you and help guide you on the most appropriate way forward, selecting the investment house, agreeing fees and monitoring progress.
A trusted & professional financial consultant