Our Thoughts: Page 21

Active ladies reach national awards final

4th September 2018

Active Chartered Financial Planners are celebrating the success of two team members who have reached the finals of a prestigious industry awards ceremony. Liza Pontone and Emma Cherrington (nee Richardson)…

Bank of England Base Rate is on the rise, so what’s the logic behind it?

12th August 2018

With Chartered Financial Planner, Andrew Gilmore. In March 2009, the Bank of England reduced the base interest rate to 0.5%, the lowest rate in nearly 300 years. We saw a…

Lifting the trophy – more exams success!

30th July 2018

Active Chartered Financial Planners are celebrating after a number of the team gained new qualifications, with one person achieving the highly coveted Chartered status. The firm, which was named North…

Setting my sights high by tackling Mt Kilimanjaro for the second time!

17th July 2018

In just 4 weeks’ time (15th August),  I’m aiming to reconquer Mount Kilimanjaro in Tanzania - despite vowing never to return! Having suffered severe altitude sickness on a previous fundraising…

We’re on the ball – Active celebrates yet another record year!

16th July 2018

We are thrilled to have delivered strong results for the financial year ending March 2018. Highlights of the year-end report include: An increase in the total turnover of over 7%…

Setting the sights high – Karl Pemberton to tackle Mount Kilimanjaro for the second time for MIND and GEM Appeal

16th July 2018

In just 4 weeks’ time (15th August),  Karl Pemberton (Active Chartered Financial Planners) MD is aiming to reconquer Mount Kilimanjaro in Tanzania - despite vowing never to return! Having suffered…

Three years on from Pension Freedoms…. What do we know?

16th July 2018

Back in 2015 when pension freedom reforms were introduced, there were predictions that people would use their entire retirement pot and we would have a spate of ‘Lamborghini’ pensioners.  We…

National recognition for Active’s very own Three Lionesses

2nd July 2018

More celebrations here at Active House after three members of the team were nominated for prestigious industry awards. Chartered Financial Planner Liza Pontone and Independent Financial Adviser Emma Cherrington (nee…

Active Chartered Financial Planners competes for national Employer of the Year award

23rd April 2018

Active Chartered Financial Planners is hoping to bring home a trophy in the Federation of Small Businesses (FSB) national awards. The Stockton-based firm, which has held the coveted ‘Chartered’ status…

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…