About us

Active Wealth Management Limited are independent financial advisers authorised directly through the Financial Conduct Authority.

We provide bespoke financial advice to high net worth individuals and corporate bodies and currently have in excess of £100 million of client funds under management.

Specialist advice is provided in the following areas:

Investment

Retirement solutions

Tax planning

- Portfolio construction- Self-invested personal pensions- Inheritance Tax mitigation
- Income planning- Small self-administered schemes- Trusts
- Tax-efficient strategies- Alternatives to final salary schemes- Capital Gains Tax planning
- Group schemes- Use of available tax allowances
- Income in retirement

The directors of the business, Colin Brown and Fergus Hinchliffe, have more than 40 years' experience between them in these areas and ensure that all clients' advice is dealt with personally by them.

To find out more about what we can do for you, contact us now.

Trusts and some forms of tax planning are not regulated by the Financial Conduct Authority.

Active Wealth Management Limited, 3rd Floor, 82 West Nile Street, Glasgow G1 2QH. Registered in Scotland, no SC284469.

Tel 0141 354 0156 Fax 0141 354 0178 E-mail mail@active-wealth.com

Authorised and regulated by the Financial Conduct Authority. FCA reg no 434409.

If you wish to register a complaint please contact Fergus Hinchliffe (Compliance Officer) in writing, by email or by phone.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

Alternatively, where your complaint relates to products or services purchased online, or by other electronic means such as by email, you may refer your complaint to the online dispute resolution (ODR) platform at https://webgate.ec.europa.eu/odr.

The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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