Our Thoughts: Page 12

Active: raising the bar

21st September 2021

When times are good, it’s relatively easy to be a financial planner, with very few clients ever challenging the service that they pay for.  However, when times are tough –…

Paul’s £6k finish line

20th September 2021

Nine long days away from his family; cycling over 100 miles a day, cold nights spent alone in a tent and a nasty collision with the back end of a…

Generation X faces waspi-style pension cliff edge

14th September 2021

MD Karl Pemberton is warning that 40-somethings are facing a potential pensions cliff-edge, akin to the WASPI crisis, if they don’t future-proof their retirement plans following the latest government announcement.…

Seeking professional financial advice gives you more in your pension pot

13th September 2021

Research by Aegon shows that people who seek pensions advice from a financial adviser have more in their pension pot than those who do not. The survey of 10,000 people…

A third of over 40s can’t retire when they want to

16th August 2021

Research by Canada Life reveals almost a third of over 40s plan to work beyond the state pension age. The research of homeowners over the age of 40 states that…

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…

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 of change, but financial security still matters

10th March 2025

As Active Chartered Financial Planners celebrates 25 years in business, we want to take a moment to say thank you to our clients. Some of you have been with us…

Inheritance tax: do you know the limits?

4th March 2025

With the potential changes coming to Pensions from April 2027, whereby your pension plan could become liable to inheritance tax, it is important to be aware of the inheritance tax…

A speedier exit for emergency tax codes on pensions withdrawals

4th March 2025

Have you ever booked a holiday promising luxurious accommodation and top-notch amenities, only to find on arrival that it’s lacking a star or two? If you’re a football fan, you’ll…