Active Financial Partners Limited (AFP) is a national firm of independent financial advisers (IFAs) who use the whole of market in order to provide the most complete and independent service. AFP provides complete compliance and technology support services to self-employed IFAs across the UK.
AFP is a wholly owned subsidiary of one of the largest wealth management firms in the South of England which has been providing private and corporate wealth management solutions since 2001.
AFP is authorised and regulated by the Financial Services Authority.
Jonathan Hales excels in providing holistic financial planning advice to individuals, families and small businesses. With 7 years industry experience, professional qualifications through the Chartered Insurance Institute, membership of the Personal Finance Society and the Society of Mortgage Professionals, Jonathan can provide the expertise to help you achieve your financial objectives.
Active Financial Partners Limited
Kent Office Address:
77 Gaze Hill Avenue, Sittingbourne, Kent, ME10 4SJ
Telephone us on: 01795 477744 / 07886 516 087
Head Office Address:
5 Lancer House, Hussar Court, Westside View, Waterlooville, Hampshire, PO7 7SE
Telephone us on: 0239 223 9810
You can access this privacy statement via our homepage and from the bottom of every page.
In general, you can visit our site without identifying yourself or revealing any personal information. Once you choose to provide us with any information by which you can be identified, then you can be assured that it will only be used in accordance with this privacy statement.
We are registered under the Data Protection Act 1998 and have given all appropriate notifications to the Information Commissioner.
We may request and collect the following information:
personal information, including name, company, telephone number, fax number and e-mail address prior to receiving evaluation software, buying software and receiving other specific corporate and information materials; and
information regarding your personal or professional interests, demographics, experiences with our products, and contact preferences in order to provide you with further correspondence about our products and services.
We may request and collect information for the following purposes:
internal record keeping;
to improve our products and services this may involve using the information in training sessions;
to follow up, either by e-mail, phone, fax or mail, as part of our customer care procedures;
to periodically send promotional e-mails from us (or on behalf of someone else) about new products, special offers or other information which we think you may find interesting using the e-mail address which you have provided;
From time to time, to contact you for market research purposes. We (or an organisation appointed by us) may contact you by e-mail, phone, fax or mail, unless you have registered with the appropriate Preference Service. If you would prefer not to receive marketing information, you may opt out by contacting us. For more information please refer to About Us page.
to share within our group of companies for the purposes set out above.
We may also disclose your information to our appointed third party agents and suppliers in order to process your order. These third parties will only have access to your information in order for them to perform specific tasks related to your order and they may not use it for any other purposes. We may also pass your information on to financial organisations, credit reference agencies and tracing agencies.
We may disclose your information to our professional advisers for the purpose of obtaining professional advice or to other third parties if we have a legal obligation to do so. We may also disclose your information to a purchaser in the event of a sale of the whole or a relevant part of our business. We reserve the right to monitor, review, retain and/or disclose any information as necessary to satisfy any applicable law, regulation, legal process or governmental request.
We may disclose your information to other organisations whose business is the processing of information. We may also pass information on to the media.
You have the right to a copy of personal information that we keep about you. Should you wish to do so, please contract the Data Protection Officer at the address above. A small fee is payable, which will not exceed £10. If you believe that any information we are holding on you is incorrect or incomplete, please contract the Data Protection Officer as soon as possible at the above address. We will correct any information found to be incorrect promptly.
We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect on line. We use encryption when collecting or transferring sensitive data such as credit card information.
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Active Financial Partners is committed to providing a range of financial and investment services for all of our clients, whatever their needs.
Through our; IFA's, recommended business partners, and associates, we are able to provide you with the following services:
Please call us, request a call back or drop us an email for more information. We look forward to helping you with your finances.
If you are moving home or remortgaging why not use our comparison tool to source the best conveyancing costs. Service Promise:
The Financial Services Authority does not regulate conveyancing
As our homes are the most important asset that we are ever going to own, it is imperative that adequate home insurance is taken out for your property. You will never know when you will need to claim under your home insurance so it is best to make sure you are covered properly.
Statistics show that 1 in 4 people in the UK will get burgled during their lives but people still choose to ignore this and don't get any protection whatsoever. Other unforeseen circumstances such as floods and fire may also wreak havoc among your possessions and by not getting covered properly you are taking a big risk in losing out financially.
There are two types of home insurance;
Buildings insurance is a mandatory condition when taking out a mortgage and lenders will insist that this insurance is in place. This will protect the house being damaged from events which cannot be repaired.
Contents insurance is not usually a mandatory requirement when taking out a mortgage, but it is in our own interest to secure your personal belongings as you have worked hard for them and if anything was to happen then you will be kicking yourself.
Remember, there are many home insurance providers out there and looking for the best cover for your house is important because after all it's your possessions and looking after them should be paramount
Buildings insurance covers the structure of the building such as the walls, roof, floors, ceilings, windows and doors from damage. A buildings insurance policy should cover funds to rebuild your house in an event of it being completely damaged beyond repair.
The damage can come in many forms and is listed below:
Make sure to check that you are not living in a high risk area of damage such as flooding. You may have to pay extra on your policy if you are but you will get peace of mind knowing that you are adequately covered.
Many building insurance providers also cover you for garages, conservatories, greenhouses, fences etc. Make sure you check the policy to see what you are covered for. Policies may also cover permanent fixtures and fitting including cupboards, toilets, baths and kitchen units and again it is important to check what your policy covers.
Always shop around for the best building insurance and not the cheapest as you may leave some important items uncovered under the policy. Unfortunate accidents may happen to your property from time to time so it is imperative that adequate cover is taken out to protect your home.
Generally, there are two types of contents insurance available; indemnity policy and 'new for old' policy. The indemnity insurance is the cheapest available and covers items by a wear and tear policy. For example, if a carpet was spoilt by paint then the claim would reflect how old the carpet was and pay out accordingly. On the other hand, 'new for old' policy is more expensive but would pay the full amount for a brand new carpet.
Many content insurance providers offer an accidental damage option as standard but usually you will have to pay extra if you want this cover. Cover for extra items can be bought if needed such as expensive jewellery, antiques and also your fridge freezer in case of power failure which means you can claim for the contents of your fridge.
Home contents insurance can also include the following things that don't necessary stay at home:
Always check with your home insurance contents provider for what you are covered for under your policy or read the small print that is attached with your paper work.
Bear in mind that it is possible to combine buildings and contents insurance together and obtaining a quote. This will often get you a good deal and save you hundreds of pounds.
Landlord insurance is the same as normal types of home insurance that everyday people apply for. All landlords need buildings insurance for the property that they may own but contents insurance is not essential as it will depend on how the property is equipped.
Landlords should conform to the list below to help minimise risks that property letting may involve:
Landlord liability - This covers for injuries that the person living in the rented accommodation my claim for against the landlord. If conditions are dangerous in the rented accommodation as a result of negligence on the landlords behalf then this could affect the claim.
Emergency assistance - Protection against call out fees for contractors carrying out work for emergencies. These may include roofing damage, heating problem, lost keys, plumbing etc
Extra cover - For example, loss of rent due to the tenant not paying up. Additional cover could help in these circumstances.
Contact us for more advice on what buildings and contents insurance would be most suitable for you.
Independant Financial Advisor
T: 01795 477744
M: 07886 516087