Our Thoughts: Page 26

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…

The Results are in for Active!

5th September 2016

The Results are in for Active! From humble beginnings in 2000, Active is now regarded as one of the leading independent Financial Planning firms in the North East following continued…

Team Active Continues to Grow

16th August 2016

Dave Bernstein joins Active as Independent Financial Adviser with 23 years experience in Financial Services.  Dave's career began at Royal London where he worked for 11 years gaining vast experience…

Active strengthens the team with another Independent Financial Adviser

12th August 2016

Emma Richardson is an experienced and highly qualified Independent Financial Adviser, who has been recognised for her talents in the area of Mortgages featuring in The Sunday Times’ ‘UK’s Top…

It’s the Great North Run for the Active Ladies

4th August 2016

Following on from April 26th (of this year) when the Active ladies climbed Scafell Pike (England’s highest mountain) just around the corner is their greatest challenge yet. Active’s Operations Manager…

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…