Our Thoughts: Page 18

Is Ethical Investing becoming main stream?

1st October 2019

With Andrew Gilmore, Chartered Financial Planner* There are a growing number of people in society today that have a real focus on our environment, sustainability, and the moral decisions taken…

Active’s new recruit balances work and study

1st October 2019

Over the Summer, we welcomed Jessica Armstrong to the Active team as a Client Support Officer, following a six-month long project working with our MD Karl Pemberton through Teesside University’s…

Paul & Andy’s night ride for the British Heart Foundation

23rd September 2019

Active's Paul Gibson and Andy Mitchell are taking on another cycling challenge for charity this October.  This time the guys are cycling from Manchester to Blackpool, throughout the night to…

Karl Pemberton appointed chair of new IoD Tees Valley branch

22nd July 2019

The Institute of Directors (IoD) has named our own Karl Pemberton, Managing Director as chair of its newly-formed North-East (South) branch. Karl’s career began at Yorkshire Bank in 1995, where…

Eight Key Reasons why women need to consider pension advice

22nd July 2019

Here our Liza Pontone, Chartered Financial Planner and recently appointed Ambassador for the Chartered Insurance Institute’s (CII) Insuring Women’s Futures programme explains why women who are drawing near to retirement…

Active named one of the North East’s best places to work

24th June 2019

We are celebrating again after being named by The Journal as one of the 50 Best Places to Work in the North East for 2019. A range of organisations from…

More exams success for Active Chartered Financial Planners

17th June 2019

June got off to an excellent start at Active as three members of the team passed more Chartered Insurance Institute (CII) qualifications. Independent Financial Adviser Emma Cherrington (pictured above, left)…

Liza Pontone takes on women’s ambassador role in prestigious professional organisation

11th June 2019

Our Liza Pontone will be helping women across the region to improve the way they manage their investments and pensions after becoming a women’s ambassador for the Chartered Insurance Institute…

Some millennials don’t believe their pensions will be enough

22nd May 2019

A recent study conducted by Active has found that only 21 per cent of those aged between 25 and 35, and born between 1984 and 1994, believe that their pensions…

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…