Our Thoughts: Page 23

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 Financial Planners promotes flexible working within the region

13th March 2018

Stockton-based firm Active Chartered Financial Planners is calling for more businesses in the region to offer flexible working options to their staff. Active, which was named the North East’s Employer…

Meet the women who are helping to protect your financial future

8th March 2018

The financial sector is notoriously male-dominated. Although customer service and mortgage adviser roles tend to be filled by women, the more high-level and specialised roles still tend to go to…

Payslips – why you should keep hold of them

20th February 2018

Emma Richardson, Independent Financial Adviser at Active Financial Planners Ltd gives her tips on why keeping your payslips can be so important. Many of us eagerly wait for our payslips…

Meet the team: Emma Richardson

13th February 2018

In our latest ‘Meet the Team’ feature, it’s the turn of Emma Richardson, Independent Financial Adviser Emma is a highly experienced financial adviser, with a number of qualifications (in financial…

Ask the Expert – Tax Year End Planning

8th February 2018

With Karl Nendick, Director & Independent Financial Adviser Successful ‘Financial Planning’ is not just a case of investing in the most suitable, well performing investment funds, it has as much…

Active Chartered Financial Planners named North East Employer of the Year

6th February 2018

Teesside-based Active Chartered Financial Planners has taken home the North East Employer of the Year 2018 award in the annual Federation of Small Business (FSB) awards. The firm, which has…

Crypto-currency Boom or Bust? What does it all mean?

5th February 2018

With Managing Director & Independent Financial Adviser Karl Pemberton Unless you have been buried in a nuclear bunker for the last few months, you cannot have escaped the media hype…

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.

25 years of change, but financial security still matters

10th March 2025

As Active Chartered Financial Planners celebrates 25 years in business, we want to take a moment to say thank you to our clients. Some of you have been with us…

Inheritance tax: do you know the limits?

4th March 2025

With the potential changes coming to Pensions from April 2027, whereby your pension plan could become liable to inheritance tax, it is important to be aware of the inheritance tax…

A speedier exit for emergency tax codes on pensions withdrawals

4th March 2025

Have you ever booked a holiday promising luxurious accommodation and top-notch amenities, only to find on arrival that it’s lacking a star or two? If you’re a football fan, you’ll…