Our Thoughts: Page 19

The ever changing landscape of Financial Planning

20th May 2019

A-Day, RDR and MiFID II; all acronyms that will most likely mean absolutely nothing to you, but deep down you may (or should be) benefiting from the changes that they…

Team Active take on cycling challenge for Prostate Cancer UK

16th April 2019

7-9 June 2019: A game of two halves Prostate cancer kills 1 man every 45 minutes - that's two men during one football match! To do their bit to reduce…

Baby boomers need financial advice as many admit lack of investment knowledge and confidence

8th April 2019

Research by savings and investments company, Aegon, reveals that despite baby boomers owning more than a third of the UK’s wealth*, many in this age group are missing out on…

Andrew & Emma top rated for 2019 by leading financial ratings website

19th March 2019

We are celebrating again after two of the team were named ‘Top Rated for 2019’ by Vouchedfor.co.uk, the UK’s leading ratings site for financial and legal professionals. Emma Cherrington, Independent…

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 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…