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The Way We Work

We have a carefully designed process covering each stage of working with you.

 
  • Identifying Your Needs and Objectives

This meeting is at no cost to you (within a 25 mile radius) and provides an opportunity to fully explain how our services work, identify your primary financial needs and objectives and answer any questions.  We will also explain our service and discuss the fee options so that you can choose which you would prefer.

  
  • Information Gathering

We will gather information on your current financial situation, assess your risk profile and highlight any areas which don’t currently meet your needs and identify any areas to develop and act upon.

  
  • Research and Analysis

We will research all the best options available for you from the whole market place.  We have invested in several technical tools to ensure we have the most up to date information to hand.  We will gather information from your existing policies (where appropriate) and go through our recommendations with you.

  
  • Action Plan / Recommendations

We will develop an action plan and produce a report setting out our recommendations which are designed to achieve your stated objectives.

  
  • Implementation

You can relax in the knowledge that we will be taking care of all the processing and paperwork to set up your policy.  We will liaise with the provider dealing with all correspondence, telephone calls and emails.  Finally we check everything and store all the documents in accordance with legal requirements.

  
  • Ongoing Service

If you have chosen to have an ongoing service, we will review your investments to make sure they are on track with your plans.  Reviews will take account of any changes in your personal circumstances, changes in your attitude to risk, financial market conditions and changing legislation.

 

 

 

 

 

 

Active Finance Works Limited is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.


Registered address: Prospect House  High Street  Hurstpierpoint  BN6 9RQ
Registered in England and Wales number 5289235


This site is directed at UK residents only