Our Thoughts: Page 24

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 achieves Gold Award with Investors In People

13th June 2017

Active Chartered Financial Planners has retained a gold status accreditation from people management standards assessors, Investors in People (IIP). IIP, which has set the standard within business since 1991, awards…

Meet the Team: Joe Carey, Independent Financial Adviser

16th May 2017

In our latest 'Meet the Team' it's all about Joe Carey, Independent Financial Adviser and devoted Boro Fan (not to mention the tallest person at Active!). A member of Team…

Active Chartered Financial Planners’ Annual Results Reveal Strong Performance For FY 2016-2017

15th May 2017

Active Chartered Financial Planners, the Tees Valley based team of specialist Independent Financial Advisers which serves the North East and Yorkshire, has delivered strong results for the financial year ending…

Four new Specialist Independent Financial Advisers join the Active Team

15th May 2017

Active Chartered Financial Planners, one of the North East and Yorkshire’s leading teams of independent financial planners, has appointed four new specialists, including a nationally recognised adviser, to its team.…

Meet the Team: Rachel McCulloch, Operations Manager

10th April 2017

This week it's all about our Rachel McCulloch, Operations Manager.  Rachel manages Active's Client Support Team, but is also the go to person for help, advice & support for the…

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 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…

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…