Active Wealth Estates
Planning today for your tomorrow....
Montrose Solomons Lane, Shirrell Heath, Southampton, SO32 2HU Directionshttps://www.yell.com/biz/active-wealth-estates-southampton-9823029/#view=map
Award winning Independent Financial Advisers. The team at Active Wealth IFAs provide investments and pensions advice to both private and corporate clients.
Active Wealth Independent Financial Advisers Ltd provide financial advice to both private and corporate clients. We specialise in pensions and investments for capital growth and income. We also assist with inheritance mitigation, wills, lasting powers of attorney and general estate planning.
Choosing a financial partner is one of the most important decisions you may ever make. Take your time and choose wisely and we hope that we earn the right to work with you.
We are proud of the long standing relationships and trust we have built with our clients, which is reflected in our client testimonials.
Products & Services
Inheritance tax mitigation
Corporate financial planning
Life Assurance and Pension Consultants
Independent Financial Advisers
Income Protection Insurance
Commercial and Business Finance
- Financial Planning, Level 4 Diploma (Chartered Insurance Institute)
- Mortgage Advice, Certificate (Chartered Insurance Institute)