Our Thoughts: Page 2

It’s important for us to keep in regular contact with our clients, and in April we surveyed a group of 1085 (clients) for their thoughts on the year ahead. The…

With people living longer and the cost of living is increasing, what does this mean for our retirement? According to a recent Scottish Widows survey, two-thirds of women are concerned…

Recently we have seen an increase in the number of clients who are suddenly paying additional tax on their wage increase, or on their bonus at work – so why…

Like many headlines, they are quickly forgotten, becoming the next day’s fish and chips wrappers! I can almost guarantee that this phrase will apply to Chancellor Jeremy Hunt’s March Budget?…

According to a study by Handelsbanken Wealth & Asset Management, women hold an average of £100,000 less in financial assets than men. The study found that women typically hold £147,000…

Our MD, Karl Pemberton signed up as ‘co-pilot’ back in January for local entrepreneur (and good friend) Mike Racz on his mercy-mission to Ukraine. Mike’s (originally solo) mission was launched…

Regular contact with our clients is very important to us, so we were keen to hear their thoughts and opinions in our first client survey of 2024. Sent to 1085…

At Active Chartered Financial Planners we are very happy to announce the appointment of two new members of our growing team. Asif Sadullah, an experienced chartered financial planner has joined…

As we approach the end of another tax year (5th April), now is an ideal time to look at your finances and make the most of the allowances available. Chartered…