Our Thoughts: Page 21

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…

Are you Active’s next Financial Planner?

5th April 2018

Do you consider yourself a leading Financial Planner? Are you Chartered or on your way to being Chartered? Would you like to work for the North East's Employer of the…

A record £63bn was invested into funds in 2017

3rd April 2018

With Andrew Gilmore, Chartered Financial Planner & Fellow (of the Chartered Insurance Institute) at Active Financial Planners. In 2017, investors put a record £63bn into investment funds, taking the total…

Meet the team: Ruth Conner

20th March 2018

It's our meet the team blog and it's Ruth Conner's turn! As Marketing Manager, Ruth works closely with the directors to implement Active’s marketing strategy. This includes managing the company’s…

Just 25% of self-employed people save in to a pension

13th March 2018

With Director & Chartered Financial Planner (Fellow) at Active Financial Planners, Paul Gibson. This month we came across some research that will be of interest to a number of our…

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…