Who we are

Activate Financial Management is an independent financial adviser offering specialist pension and investment advice for both private and corporate clients. The majority of our clients are referred to us by accountants and solicitors and other financial advisers in the south of England and Europe.

The company is specifically focused on developing mutually profitable relationships with accountants, solicitors and their clients in order to provide the innovative products and consultancy resources outlined in the back of this brochure.

We are regulated and authorised by the Financial Services Authority to provide independent financial advice, and our company registration number is 429810. 

Stephen Dockerty - Independent financial adviser and Principal

Testimonies...

Professional Introducers:

“We have used the services of Mr S Dockerty for our high net worth clients for over five years, and we have found that the advice given has been sound and sensible. The ongoing levels of servicing have also been appreciated by our clients”
Nicholas Tunnard – Chief Executive, Avn Arena Chartered Accountants, Kings Lynn.

“Activate Financial Management has always provided my clients with innovative financial planning solutions in respect of pensions and investments. I have found their service to be second to none”
Daniel Curtis – Partner, Hewitsons Solicitors, Cambridge.

“We have referred clients to Activate Financial Management for the past four years in respect of pension and investment planning. We firmly believe that our clients have benefited from their advice. Whilst their technical knowledge is considerable, they have always been able to explain complicated financial issues in plain English to our clients.”
Philip Tostevin – Managing Partner, Hardcastle Burton Chartered Accountants, Newmarket.

Existing Clients:

“Mr Dockerty has managed my large pension drawdown scheme for over two years. In this time, I have always found his advice constructive and sensible. My fund has performed well, and I look forward to continuing our professional relationship for years to come”.
John Chatterton – Gosberton, Lincs.

“I have utilised the services and advice of Activate Financial Management for three years. Previously my pension funds had suffered at the hands of Equitable Life. Activate assisted me to extract my funds efficiently into an interim provider where the funds recovered significantly and then helped design a long term, bespoke pension solution using a Self Invested Personal Pension, ( SIPP ) . I recommend that people speak to these independent experts”.
Dr Alan James – Ely, Cambs

 

 

   
 

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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