Active Wealth

Ken was able to give me very sound advice on company pension transfer following end of a long employment, his work was very thorough and I felt fully confident that all his advice was both independent and well researched. I wouldn't hesitate to...

Ian, Marketing Director ,

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As a practising Solicitor with over 40 years experience I have known Ken for approx 7 years as both friend and professional advisor. In the latter capacity he has assisted me and clients and I was most impressed with the detail and clarity of h...

Roger, Solicitor ,

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Ken has advised on our investments now for many years. We receive regular updates to the latest investments and pensions and we are happy with their performance. Ken now handles our wills and lasting power of attorney and we have every confiden...

John, Retired Engineer and Vicky, Local Authority Manager ,

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For our family, Ken has accessed up to date market knowledge, policies, benefits and legalities and has set us up with wills, trusts, life policies, investment funds and ISAs in the most tax effect way ensuring Inheritance Tax is kept to a mini...

Henrietta, Housewife ,

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Ken has advised my husband & I for many years now. He always explains things very well, we have always trusted him with our finances and during the recession has still managed to make our investments grow. Ken has a very friendly approach, ...

Janet, Enjoying Retirement! ,

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If you want a frank and honest advisor then Ken is exactly that. After my Father passed away and my Mother did not know what to do with their existing savings etc. Ken was invaluable in assisting us in advising my Mother to do what was best. Sh...

Nick, Company Director (ex Royal Navy) ,

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Ken has proved himself to be routinely prompt, polite, focused and knowledgeable and we have come to trust him as our Advisor.

Robert, Change Management Consultant ,

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Ken has overseen our general investments now for many years and over this time we have got to know what an excellent job he does. We are kept fully informed as to what is happening regarding our investment and are happy with the results achieve...

Gary & Val, Property Developers now Enjoying Retirement! ,

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Ken has looked after us well for many years. We have seen our investments grow and realised the flexibility of our asset through key mortgage and investment advice. Ken also helped us prepare for the future to ensure inheritance tax efficiencie...

Karen, Enjoying recent retirement! ,

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Ken offers an excellent first class professional service in all areas of his business, from his knowledge and understanding of the investment market right through to Wills and Trusts, and I have no hesitation in recommending his services.

Richard, Company Director ,

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Truly independent financial planning. Protecting your wealth and securing your future.

We provide trusted Independent Financial Advice and Estate Planning. We put our clients first at all times, and aim to exceed their expectations. Through this approach we attract and maintain strong and mutually beneficial relationships and take pleasure in assisting our clients achieve their financial goals.