Our Thoughts: Page 15

The Millennial Money Mantra

25th August 2020

With Andrew Haley – Chartered Financial Planner (& millennial!) It’s all too easy to get caught up in labels. The ‘Millennials’ tag attached to Generation Y is one such label…

Celebrating 20 years of Active!

3rd August 2020

The story so far, as told by MD Karl Pemberton. Whilst away on holiday last week, I realised that it had been 20 years since Active was established by my…

A summer of study & exams success for Active

28th July 2020

A global pandemic hasn't stopped the Active team from continuing with a variety of study and gaining more qualifications during lockdown. Emma Cherrington became the first adviser at Active to…

Exam success for first class Jess!

27th July 2020

A member of our client support team is celebrating after achieving a first class honours degree at Teesside University. Jessica Armstrong, 25, from Middlesbrough has successfully completed her business management…

How will businesses bounce back from Covid?

15th July 2020

Our director & chartered financial planner, Paul Gibson recently chatted to Tees Business about the current Covid crisis and how ours and others businesses in Teesside will bounce back TB:…

Welcoming clients back to Active House as lockdown eases

6th July 2020

At Active we welcomed the Prime Minister’s announcement last month that lockdown rules are easing. The introduction of a “1 metre plus” rule, which replaces the “2 metre rule” in…

Key points for investors in a post Covid-19 world

2nd June 2020

With Andrew Gilmore, Chartered Financial Planner Life has changed dramatically for us all in the last two months or so. Whilst minor amendments are being made to restrictions, it does…

Taking the first steps to re-open Active House

1st June 2020

At Active we are supporting the government’s plans to help businesses get back to work by beginning to relax lockdown measures and allow staff to return to work at Active…

Team Active rallies to support local charities during lockdown

1st June 2020

As a firm, Active are proud Patrons of The Middlesbrough & Teesside Philanthropic Foundation (MTPF) and Corporate Partner of The High Tide Foundation. Such is our drive to give back,…

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…