Our Thoughts: Page 16

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,…

Why protecting your income is more important than ever

6th April 2020

With Joe Carey, Independent Financial Adviser After spending a fortnight in ‘self-isolation’ with my wife and new born daughter in our own little bubble (on paternity leave), my first day…

Trying to work from home? Me too!

3rd April 2020

With Active's Marketing Manager, Ruth Conner* If like so many of us you suddenly find yourself working from home, you may be sharing very similar struggles to me.  Hearing the…

Temporary closure of Active House

24th March 2020

During these uncertain times, Active’s thoughts go out to all who have been affected by the COVID-19 pandemic. We are a family business and take our responsibilities towards the health…

Disorderly divestments create confusing market dynamics

16th March 2020

Last week could be characterised as an “orderly” repricing of equity markets to the consequences of COVID-19 disruptions. This week has seen second-order market dynamics, driving valuations down to levels…

Coronavirus – Business Contingency Planning

16th March 2020

It is fair to say that circumstances have changed significantly during the last 7 days for everyone with regards to Coronavirus, and we at Active are not immune. As Public…

Tax year end planning – your allowances

4th February 2020

As we are approach the end of the tax year (5th April 2020), our Claire Davison, Independent Financial Adviser summarises the current allowances that may be available to you to…

Yarm School students emulate Broadway stars with help from Active

30th January 2020

Active will be helping Yarm School students become Broadway stars by supporting its upcoming performance of Miss Saigon, after the success of 2018’s production of Les Misérables. We are continuing…

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…