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…
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.…
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…
21st March 2017
This week's "Meet The Team" blog is all about our Mark Dobing Dip PFS, Independent Financial Adviser & life long Boro Fan Mark has 25 years experience in Financial Services,…
20th February 2017
Chartered Financial Planner Andrew Gilmore – FPFS, Cert CII (MP&ER) joined Active in 2007. In 2016 (with hard work & dedication), Andrew became Chartered and (shortly after) gained Fellowship status; the…
7th November 2016
This week's 'Meet the Team' blog is all about our Non Executive Director, Gary Lumby MBE. Gary plays a key role at Active both internally as part of the board…
31st October 2016
This week's 'Meet the Team' blog comes from Katie Davis, Chartered Financial Planner (Fellow). Katie began her Financial Planning career in 2006 at Natwest Bank, moving to HSBC in 2013…
24th October 2016
Welcome to the first of our "Meet the Team" blogs. We have a great mix of people here at Active and we thought you might like to find out more…
24th October 2016
We are absolutely thrilled to welcome Vinay Bedi to the growing team at Active. Vinay joins us following a long career as Senior Investment Adviser at Brewin Dolphin and then UBS…
