The Financial Services industry is often perceived as a bewildering and confusing world to many people on the outside.
Traditionally people have been ‘sold’ lots of different financial services products which rarely offer value for money and fail to integrate properly with each other in order to form a sound financial planning platform.
Activate Financial Management’s objective is in designing bespoke, holistic financial planning solutions for the benefit of all of our clients.
Activate Financial Management offer a traditional high level of service whilst utilising our extensive experience and the latest in independent product research technology in order to fulfill our client’s financial planning objectives both present and future.
It goes without saying that Activate Financial Management is interested in developing meaningful and professional ongoing relationships with clients and professional introducers.
This website is designed to give you only a very brief overview of what we do. Take a look at our core financial products and services and please don't hesitate to contact us for an informal introduction.
Dockerty - Independent
financial adviser and Principal