| Company | Active Wealth Ltd |
|---|---|
| Contact | Ken Bannister |
| Sector | Independent Financial Advice |
| 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
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.
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 saved us 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 saved us 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.
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
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