Our Thoughts: Page 12

The importance of being chartered

26th July 2021

Our highly-coveted firm chartered status means we work to standards matched by only a tiny proportion of financial planning firms. Chartered firms must meet serious obligations; to retain our title…

An expert’s view on investment markets

20th July 2021

With special guest & industry expert Lothar Mentel, CEO of Tatton Investment Management Overview: Will blockbuster corporate earnings revive market optimism? The world’s major stock indices mostly continued their recent…

3,500 training miles in the bag!

20th July 2021

Active’s Director & Chartered Financial Planner, Paul Gibson has now clocked over 3,500 training miles in 2021 in preparation for the gruelling Deloitte Ride Across Britain cycle event, taking place…

Another Darlington based chartered financial planner joins the team

5th July 2021

We are thrilled to welcome Joanne Fisher to our team of chartered financial planners. Joanne has more than 25 years’ experience in the industry, beginning her career in 1996 on…

DIY investing or professional financial advice?

5th July 2021

With ‘get rich quick” adverts flooding our social media and investment apps at our fingertips – the temptation to try our hand at DIY investment has never been greater! There’s…

It’s a triple signing for Active!

10th May 2021

After a busy & successful start to the year we are thrilled to welcome 3 new team members. The new recruits are not just due to our growth, but also…

What the plans to raise the normal minimum pension age mean for you

4th May 2021

The normal minimum pension age (or NMPA) is the minimum age at which most people can access their pensions without an unauthorised payments tax charge (unless they are taking their…

Mastered It!

26th April 2021

Chartered Financial Planner Andrew Gilmore is celebrating once again after completing the Senior Leaderships Apprenticeship, Master of Business Administration (MBA) at Teesside University’s highly acclaimed Business School. The business school…

How to make commercial rents fund your retirement

19th April 2021

The Active Spirit Live is a new monthly video series where industry experts, clients and friends of Active Chartered Financial Planners are invited to discuss hot topics, emerging trends and…

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.

25 years is a long time for fashion, phones and finance

28th January 2025

In 2000, Britney Spears was topping the charts with Oops! ... I Did It Again, the Nokia 3310 was the ultimate status symbol, and the world could finally stop worrying…

Mychael’s 3 lessons for success

27th January 2025

“Between the ages of 45 and 55, I learned three things about life” says Mychael, a client of Active Chartered Financial Planners. “Right now, I live in a nice house…

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…