Why Give Us The Privilege of Helping You

 

Personal, Trusted, Established, Award Winning and Highly Qualified

With 35 years of experience within the financial services industry, Ken Bannister provides to both private individuals and corporate clients, honest, trustworthy, independent financial planning advice in the areas of Pensions, Retirement Planning, Investing, Protection and the construction of your Will, Lasting Powers of Attorney and Probate.

  

Voted as one of the Top Financial Advisers in the Country in the Times Newspaper

Qualified members of the Personal Finance Society

Qualified Wills and Estate Planning Practitioners

Certified Excellence Winners 

  

We like to provide to you, at our expense, a no obligation,  60 minute initial meeting (either via the telephone or on-line) whichever suits your needs

 

Please have a quick look at our Meet the Team page, to find out more... about Ken, his qualifications and expertise and the many years of dedication from Hilary and Helen to make up our committed team. Also, to share a little about each of us personally, our backgrounds and what we like to do outside of work. 

 

Please do spend a few moments looking at our clients’ views on our Testimonials Page.  These reflect trust, professionalism, our reputation for delivering the highest level of personal service and the long established relationships we have built with clients. Ken has been described by clients as working in a very friendly relaxed manner, whilst providing clarity and unravelling some of the more complex areas of financial services in order to provide easy to understand clear advice.

 

Truly Independent Advice gives you the comfort in knowing that any products that are offered to you, will be chosen from the whole of the market thus providing you with the most suitable options tailored to your personal needs.

 

Ken is a Specialist in Pensions and Retirement Planning and can help you to understand when you can retire with confidence free from the anxiety of worrying about your income, the best way to fund your retirement and making the best use of all your tax allowances. The world of pensions can be complex to unravel, therefore it is always worth seeking professional independent financial advice to ensure you plan a secure and happy retirement.

 

Our Savings and Investment Partners have been carefully selected from the whole of the market.  Investments are managed by experts on a regular basis ensuring advantage is taken of positive market conditions whilst protecting you against any potential downsides when market conditions are less favourable. What this means to you is that your hard earned money will be working for you at all times. 

 

Protection, providing you with life assurance, critical illness and income protection, securing protection for you and your family. 

 

As qualified Will Writers we are able to assist you with the construction of Wills and Lasting Powers of Attorney, Probate and specialist trust work. This helps greatly in the areas of Inheritance Tax MitigationEstate Planning and Long Term Care.

 

We are confident that we are fair in terms of any fees for our expert professional advice compared to other companies.

 

To book your free advice meeting call: 01329 833152 or email contact.us@activewealth.co.uk

 

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