Our Thoughts: Page 10

Tax Year End – use it or lose it!

8th February 2022

Well, 2021/22 has been another challenging year, due to the continuing Covid-19 restrictions and concerns.  However, the equity markets did perform well so did you make use of your tax…

Dry January all-round, as markets suffer festive hangover

7th February 2022

It would appear that it’s not only ourselves that over-indulges over Christmas and New Year period, needing a welcomed period of abstinence in January to get back on track, but…

Rising inflation will cut the spending power of millions of pensioners

7th February 2022

A recent Freedom of Information (FOI) request by London based pensions consultancy Lane Clark & Peacock (LCP) has found that high inflation rates will cut the total spending power of…

Tees Valley businesses optimistic for 2022 but facing staff shortages

31st January 2022

We recently launched a new quarterly survey; the Tees Valley Business Index, as a representative temperature check for enterprises across the five Teesside boroughs. The results of our first Business…

2021 in review and outlook for 2022 with Brewin Dolphin

18th January 2022

We welcome Guy Foster, Chief Strategist for Brewin Dolphin as he takes a look at the highs and lows of 2021 and considers what the next 12 months could have…

Experienced paraplanner joins Active’s growing team

17th January 2022

We are thrilled to welcome another experienced paraplanner to the team as part of our continued period of growth. Jessica Wilkinson joins Active following a successful three and a half…

Planning for Retirement? Know Your Limits

6th December 2021

"We are all no doubt hoping for a comfortable retirement. The Government is naturally in favour of us building our own pension provision, reducing reliance on state support. However, much…

Pension Gender Gap: Young women need to save £185k more to reach the same retirement pot as men

6th December 2021

Recent research* from pension specialist Scottish Widows shows that women will need to save an additional £185k to enjoy the same retirement savings as men. This staggering gap is made…

Spreading a little Active Spirit this Christmas

29th November 2021

We are so happy to spread some Active spirit among two Teesside charities by donating food and gifts this Christmas. For the past five years the team have donated money…

Active Spirit

“Having been a client of Active for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I have no problem recommending him to other people.

Client survey results: we asked your views, heard the message, and shared the concerns

17th December 2024

Here at Active Chartered Financial Planners we pride ourselves on listening to our clients and recognising any concerns they have. That’s why, following Chancellor Rachel Reeves’ recent Budget, we conducted…

Autumn Budget re-cap with Joanne Fisher

10th December 2024

Doesn't it feel like a distant memory, when Chancellor Rachel Reeves unveiled significant changes to pensions, capital gains tax, and more in her Autumn Budget on 30th October? By now,…

Julie’s dream retirement

28th November 2024

For lots of us, retirement is the time we’re looking to put our feet up and relax but for client Julie, it was the start of an adventure made possible…