Our Thoughts: Page 20

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…

Pensioners reclaim over £330m in overpaid tax with more than £50m in emergency tax repaid since Jan 2018!

6th November 2018

In our role as Financial Planners, we spend a considerable amount of time assisting clients with structuring their income requirements in retirement. Much of this can revolve around the taxation…

Government rejects calls for ‘fundamental reform’ to pensions tax relief

24th October 2018

It would appear that the government has poured cold water on any plans to reform the tax relief system for pension contributions in the near future, despite many calls to…

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.

Tax year end – make the most of your allowances

10th February 2025

As the 5th of April draws near, it’s time to review your finances and maximise the allowances and reliefs available before the end of the tax year. With recent changes…

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…