What we do

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.

Activate Financial Services has a wealth of experience working with high net worth clients and corporate clients in the financial services sector, and we aim to provide the highest calibre of advice coupled with a high level of ongoing service.

Our core financial products and services...

Pensions

  • Financial Wealth Checks – Adhering to clients financial aspirations and goals
  • Stakeholder/Personal Pensions
  • SIPPs – For commercial property purchase or portfolio management by one of the UKs leading discretionary fund managers
  • SSAS – Pension loanbacks still available
  • Discretionary Fund Management (DFM) – Low cost – several options available
  • Annuities - Offering high levels of income and money back guarantees on death
  • Income Drawdown/Phased Retirement – Flexible tax planning in retirement
  • Pension Sharing on Divorce – Actuarial solutions for legal firms
  • Pension Simplification – Consolidating existing plans, lower charges, design of a robust and diverse investment strategy with regular reviews
  • WRAP – Consolidation of clients investments and pensions on one leading platform


Investments   

  • Court of Protection – Bespoke portfolios with regard to regulations
  • Trusts – Analysis of Trustees requirements - bespoke portfolio recommendation
  • WRAP – Incorporating discretionary fund manager of choice
  • Offshore/Onshore Investment Bonds – Where suitable for client/trustee requirements


Protection

  • Business/Personal Life Cover – Key Man/Share Protection – Bespoke terms

 

   
 

Activate Financial Management
Telephone: 01553 630168
51 East Winch Road, Ashwicken, King's Lynn, Norfolk, PE32 1NA
Activate Financial Management is authorised and regulated by the Financial Services Authority

   
       
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