| Company | Active Wealth Ltd |
|---|---|
| Contact | Ken Bannister |
| Sector | Independent Financial Advisor |
| ken@activewealth.co.uk | |
| Website | www.activewealth.co.uk |
| Phone | 01329 833152 |
| Fax | 01329 833718 |
About Active Wealth Ltd
We aim to provide the best financial planning available. At Active Wealth Ltd, we put our clients first at all times, and aim to exceed their expectations.We provide a full range of financial planning advice and specialise in investment planning, retirement plannning, wills and estate planning and inheritance tax mitigation.
We do not normally change for first meetings within a reasonable distance of our offices.
Testimonials
Ken Bannister of Active Wealth has been our trusted financial adviser for over three
years and during this time has provided sound information to assist in managing both our
personal and business finances. Ken provides a refreshingly different approach to
financial planning and has played an integral part in helping Ramora UK Ltd achieve its
goals.
Ken has always explained the choices and possibilities so that we have felt
supported and empowered to make these important decisions wisely. By providing
clear, intelligent and independent financial advice, Ramora UK Ltd has been able to
make the most of the available options open to us.
Ken has reviewed our investments and insurances, taken account of our personal
financial circumstances and our attitudes to risk, ethical investment and contingency
planning, and enabled us to be confident that we have robust plans in place for the
future. His vast knowledge of the financial markets enables me to obtain the very
best deals and reduce costs wherever possible.
We feel confident that Ken has provided unbiased and professional advice and as
Ramora UK Ltd grows, we sincerely hope that Ken will continue to be our Corporate
Financial advisor. He is totally dedicated to providing the very best service and advice in
all aspects of the financial industry, and has proven time and time again to go well
beyond the expected service of a typical IFA. We have enjoyed courteous service which
is always clearly and carefully tailored to our needs and personal concerns.
His knowledge is sound and his manner congenial and most helpful. He is in no way
oppressive and without exception the comments of all those to whom I have
recommended his services have been positive.
It is clear that Ken's main concern is
to retain the loyalty of his customers by providing them with an excellent financial
support service which is properly tailored to their needs
Ken also provides bespoke products and services specific to the needs of our staff. Ken recognises that all individuals have different objectives and circumstances.
I look forward to working with Ken for many years to come.
David Welch MIExpE
Director
years and during this time has provided sound information to assist in managing both our
personal and business finances. Ken provides a refreshingly different approach to
financial planning and has played an integral part in helping Ramora UK Ltd achieve its
goals.
Ken has always explained the choices and possibilities so that we have felt
supported and empowered to make these important decisions wisely. By providing
clear, intelligent and independent financial advice, Ramora UK Ltd has been able to
make the most of the available options open to us.
Ken has reviewed our investments and insurances, taken account of our personal
financial circumstances and our attitudes to risk, ethical investment and contingency
planning, and enabled us to be confident that we have robust plans in place for the
future. His vast knowledge of the financial markets enables me to obtain the very
best deals and reduce costs wherever possible.
We feel confident that Ken has provided unbiased and professional advice and as
Ramora UK Ltd grows, we sincerely hope that Ken will continue to be our Corporate
Financial advisor. He is totally dedicated to providing the very best service and advice in
all aspects of the financial industry, and has proven time and time again to go well
beyond the expected service of a typical IFA. We have enjoyed courteous service which
is always clearly and carefully tailored to our needs and personal concerns.
His knowledge is sound and his manner congenial and most helpful. He is in no way
oppressive and without exception the comments of all those to whom I have
recommended his services have been positive.
It is clear that Ken's main concern is
to retain the loyalty of his customers by providing them with an excellent financial
support service which is properly tailored to their needs
Ken also provides bespoke products and services specific to the needs of our staff. Ken recognises that all individuals have different objectives and circumstances.
I look forward to working with Ken for many years to come.
David Welch MIExpE
Director
Ken Bannister has undertaken a number of training courses on financial matters for Southern Entrepreneurs over the past few years. He has always been professional in his delivery and the pace and content of the courses have always been excellent.
The delegates who attended his courses have been extremely complementary and have been keen to tell me how they will be putting the skills they have learnt into practice.
Ken has a way of making a very complicated subject easy to understand and interesting.
His courses are always popular and always over subscribed.
There is a large amount of relevant information covered and he allows adequate time set aside to enable people to ask questions.
The training provided is excellent with Ken going the extra mile to ensure a smooth running event with relaxed and happy participants. I cannot complement him highly enough.
Ken has always been more than happy to speak with businesses or individuals with finance concerns. His non pressure approach has been appreciated by those he has advised. This has enabled them to make informed decisions about their financial future.
Dear Ken
We would like to thank you for the help you have given us over the past years.
The new insurances are in place and has save dus some money. Very important in these times!
The pension payments are proving a life saver.
We would like to thank you for the help you have given us over the past years.
The new insurances are in place and has save dus some money. Very important in these times!
The pension payments are proving a life saver.
November 2008
Nearing retirement ten years ago we were very concerned about our private pensions and how to invest our money to the best advantage.
When Ken Bannister became invloved our problems were solved and we are extremely happy with all the services he has provided and would recommend him to anyone needing professional financial advise.
Ken was a pleasure to work with, he fully understood my requirements, produced excellent advice and delivered the policies on time and to requirements. I would certainly recommend Ken to anyone looking for financial advice.
July 28, 2009
July 28, 2009
Ken is highly knowledgeable about personal finance and investment. He is also a great organiser and gets things done with an effective, enthusiastic and warm personal style.
May 8, 2009
May 8, 2009