Our Thoughts: Page 17

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…

The sad passing of our good friend, Ian Layton

27th January 2020

It is with great sadness, that we advise you of the sudden passing of one of our former Advisers, and good friend, Ian Layton, who sadly passed away just before…

Our culture is key

6th January 2020

With Director & Chartered Financial Planner, Paul Gibson* The German Poet Hanz Magnus Enzensberger once said “Culture is like dropping an Alka-Seltzer into a glass of water – you don’t…

Active adopts the Pensions Transfer Gold Standard

6th January 2020

With Paul Gibson, Director & Chartered Financial Planner* The Gold Standard is a voluntary code of professional standards based on principles of good practice in safeguarded and defined benefit pension…

Active Chairman hands the keys to the next generation

17th December 2019

Active's founder Glyn Pemberton is stepping aside from the day-to-day running of the business and passing the reins onto the next generation. Glyn began his career with Co-operative Insurance Services…

Active spreads Christmas cheer with charity donations

3rd December 2019

We are spreading festive cheer to two Teesside charities by donating gifts to local people who may not receive gifts this Christmas. For the past three years we have collected…

The North East is one of the worst areas for Gender Pensions Gap and only talking about it will close it

18th November 2019

With Liza Pontone, Chartered Financial Planner Active Chartered Financial Planners is encouraging women across the North East to talk about their pension provision in order to close the pension gap.…

Are you ready to ‘retire’ retirement?

12th November 2019

With Andrew Haley, Chartered Financial Planner Before joining Active Financial Planners, I spent the previous two years focused solely on ‘retirement’ advice, unsurprisingly causing me to focus quite heavily 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 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…