Our Thoughts: Page 25

Meet the Team: Mark Dobing IFA

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,…

Ask the Expert – Tax Year End Planning

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…

Meet the Team: Gary Lumby

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…

Meet the Team: Katie Davis

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…

Meet the Team: Andrew Gilmore

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…

Vinay Bedi Joins Active!

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…

Welcoming a new Client Support Officer to Active

3rd October 2016

We are so pleased to welcome Chloe Willmott to the Active team! Chloe, from Middlesbrough recently graduated from Teesside University with a First Class Honours Degree (in Sports Therapy).  Prior…

Are you a Landlord?

12th September 2016

April 2017 sees the introduction of rule changes that will significantly increase the tax cost for many landlords. If you are a landlord of residential properties, with just over six…

Active welcomes back Sponsored Athlete & Olympic Finalist Aimee

9th September 2016

We were thrilled to welcome our sponsored swimmer & Olympic Finalist Aimee Willmott back to Active House this week, for lunch with her sponsors. 23 year old Aimee, from Middlesbrough…

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…