Our Thoughts: Page 24

Active supports Yarm School pupils’ Les Mis ‘dream’

23rd January 2018

Active Chartered Financial Planners is supporting Yarm School’s upcoming performance of Les Misérables, by signing up as a corporate sponsor. The Teesside-based firm, which provides expertise to clients across the…

Active Expands the Business as Experienced Paraplanner Joins the Team

6th November 2017

Active Chartered Financial Planners, one of the North East and Yorkshire’s leading firms of Chartered Financial Planners, is growing its team by appointing an experienced Paraplanner to join it's Stockton-on-Tees…

Active welcomes experienced Training & Competence Manager

23rd October 2017

Active Chartered Financial Planners, one of the North East and Yorkshire’s leading firms of Independent Chartered Financial Planners, is welcoming a new Training and Competence Manager to its team. Darren…

Tees Valley business leader ‘braves the shave’ in friend’s memory

12th September 2017

Karl Pemberton, Managing Director of Active Chartered Financial Planners, has ‘braved the shave’ to raise money for cancer charity Bright Red in memory of his friend Michael Airey. Karl has…

Active’s Karl Pemberton achieves Chartered Director qualification

1st August 2017

Karl Pemberton, Managing Director of Tees Valley-based Active Chartered Financial Planners, has become one of only 18 leaders in the North East to achieve the Institute of Directors’ (IoD) Chartered…

Your Protection Myths – Busted!

1st August 2017

Protection really is the starting point of everything that you do. It’s the first (and most important) area of financial planning.  As an individual, a couple or as a family,…

Your Protection Myths – BUSTED!

1st August 2017

Protection really is the starting point of everything that you do. It’s the first (and most important) area of financial planning.  As an individual, a couple or as a family,…

£40,000 richer if you take Financial Advice

17th July 2017

This week, we came across some research that is extremely close to our hearts, and is something that has been the pivotal purpose of Active’s being since inception. People who…

Could you be Active’s new Compliance Manager?

26th June 2017

IFA Compliance Manager How would you like to work for one of the region’s leading Chartered Financial Planning firms? An organisation that prides itself in developing it’s Team; proudly holding…

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…