Our Thoughts: Page 16

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’s Rachel uses lockdown time to achieve top qualification

4th May 2020

Rachel McCulloch, executive support manager is celebrating after successfully completing her Chartered Management Institution (CMI) qualification while working from home during the current lockdown. Rachel joins many other chartered individuals…

An expert view on investments and market stability

7th April 2020

With Director & Independent Financial Adviser Karl Nendick Since the UK voted to leave the EU in June 2016 the main topic at client review meetings has been Brexit.  However,…

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…