Active Wealth Estates

Planning today for your tomorrow....

Montrose Solomons Lane, Shirrell Heath, Southampton, SO32 2HU Directions

Tel 01329 833152
   Open today 09:00 - 17:30

Business overview

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

FCA Regulated

Financial Consultants

Financial Planning

Investment Consultants

Life Insurance

Pensions

Tax Planning

Inheritance tax mitigation

Corporate financial planning

Life Assurance and Pension Consultants

Independent Financial Advisers

Income Protection Insurance

Commercial and Business Finance

Credentials

Qualifications

  • Financial Planning, Level 4 Diploma (Chartered Insurance Institute)
  • Mortgage Advice, Certificate (Chartered Insurance Institute)

Reviews

Trustworthy, highly qualified and knowledgeable, helped us make positive improvements to our income

5
Ken Bannister could not have been more helpful. His experience, knowledge and professionalism is of a very high level and he helped me and my husband sort out our investments increasing our wealth. His manner is very relaxed and he also explained our pensions to us and our drawdown allowing us to fulfil a dream of buying a caravan.
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