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
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”
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”
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
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”.