Moneygate

Go with the flow

ActivePlan is our bespoke financial management service and is the only one of its type currently available in the UK.

Under the ActivePlan service we will review your entire financial portfolio on a consistent basis to ensure that your products are actively managed to be cost effective, well performing and appropriate to your needs.

It’s a fact that financial products evolve with better and lower cost options being continually launched – we want you to feel the benefit of these wherever possible. Your personal circumstances and objectives will also differ from time to time and you need your finances to fully reflect any such change.

Streamline your finances

In the simplest terms Moneygate will pro-actively manage your mortgage, insurances, pensions, investments, savings and loans as a whole to see where any improvement can be made – that’s what ActivePlan delivers.

ActivePlan customers can feel confident in the knowledge that they have a team of experienced financial advisers looking after their interests and navigating them through the financial waters at all times.

Think of ActivePlan as your trusty ship’s Captain and Independent Financial Adviser all rolled into one!

• ActivePlan is the only active financial management service available in the UK
• Includes a six-monthly financial health check & full annual financial review
• Direct and unlimited access to a financial adviser during working hours
• Over 77% of our customers choose ActivePlan