Our Thoughts: Page 19

Active becomes High Tide Foundation’s corporate partner

18th March 2019

A Tees charity dedicated to offering young people valuable career experiences has welcomed six industry-leading businesses as corporate partners. High Tide Foundation, founded in 2012 by businesses across the Tees…

Changes to Auto Enrolment: Sifting through the detail for the real benefits

5th March 2019

For the millions of people already automatically enrolled into a workplace pension, the amount you must pay in is going up in April. You may have seen the many stories…

Active Chartered Financial Planners is named as one of the best employers at National awards

5th March 2019

Active Chartered Financial Planners has been named as one of the “Best Financial Advisers To Work For” at the 2019 Professional Adviser Awards. Recognised nationally as one of 14 top…

Liza Pontone is awarded for her Outstanding Achievement

25th February 2019

Active is celebrating the start of another successful year, after winning a prestigious award at the inaugural Yorkshire Financial Awards. The firm was shortlisted in six categories, both as a…

Don’t forget the basics – Tax Year End Planning

25th February 2019

Active's Andrew Gilmore, Chartered Financial Planner and Fellow of the CII (Chartered Insurance Institute) explains that successful ‘Financial Planning’ is not just a case of investing in the most suitable,…

Active welcomes Alyson Tullock to the team

4th February 2019

We are so happy to welcome Alyson Tullock to the Active Team as Client Support Officer. Middlesbrough-based Alyson has a ‘wealth’ of experience in customer service, beginning her career as…

A tumultuous Q4 for markets, but what may lay ahead for 2019…

8th January 2019

It’s fair to say that 2018 brought less joy for investors worldwide than we had expected. The only consolation is that it came after two very pleasing years of investment…

Tees Businesswomen of the Year Awards – I made the shortlist!

12th November 2018

By Liza Pontone Last month, I was absolutely delighted to find that the team at Active had nominated me for the first ever Tees Businesswomen of the Year awards. I…

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.

72% of over 65s do not have Power of Attorney, study finds

22nd October 2024

Advances in health care, and improvements in living and working conditions mean that life expectancy has improved over the last 40 years. However, there may come a time when you…

Welcoming two new appointments due to our continued success

7th October 2024

We are thrilled to welcome two new key appointments due to our continued success. Leanne Rogers, from Middlesbrough joins the team with three years’ financial planning experience, applying the attention…

Client survey results: confidence takes a hit, but retirement remains top concern

12th September 2024

Our regular client survey is a really useful tool to give us a clearer picture of how people are feeling about their financial future, and the challenges and priorities they’re…