Services Offered by Active Wealth Ltd
T: 01329 833152 E: enquiries@activewealth.co.uk
Investing
- National Savings advice
- Onshore and Offshore Investments
- Cash ISAs, Bank and Building Society accounts*
- Portfolio Planning, Risk Profiling and Management
- ISAs, Unit Trusts, Investment Trusts and Investment Bonds
- Income, Income and Growth or Growth Portfolio structures
Retirement
- Transfers and pension consolidation
- Personal Pensions and Stakeholder pensions
- Self Invested Personal Pensions (SIPPs)
- Occupational pensions and SSAS advice
- Target planning strategies for retirement
Protection
- Family protection
- Life assurance for personal and business use
- Critical illness cover and Income Protection
- Share purchase and Partnership Protection
- Mortgage and liability protection
Taxation
- Personal income tax planning**
- Savings tax mitigation**
- Inheritance tax mitigation**
- Corporation tax mitigation**
Other Services
- Trusts*
- Wills and estate planning*
- Business succession planning*
- Debt management*
- Endowment reviews
- Mortgages (Commercial and Residential)*
- General Insurance (i.e. Buildings, Contents, Mortgage Payment Protection)
Mortgages
Your home can be repossessed if you do not keep up repayments on your mortgage.
Active Wealth Ltd may charge a fee for mortgage advice. The precise amount will depend on your circumstances, however this may be up to 0.75% of the mortgage amount.
For example on a Mortgage of £100,000 the fee would be £750, any commission we receive from the lender will be offset against this amount.
There is a minimum amount for which we will arrange a mortgage. This is £400. If the amount we receive from the lender is less than this amount you will need to pay the balance as a fee.
We charge an initial fee of £250 to cover the mortgage research and application; this is included in your total fee.
Please Note
Active Wealth Ltd may not provide all services. In some cases it may be necessary to utilise the services some of our strategic partners.
* This may include services not regulated by the Financial Services Authority (FSA).
** The FSA does not regulate taxation.