Our Thoughts: Page 26

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…

Your Pensions LTA Myths – BUSTED!

2nd August 2016

Pensions may still be the best place for savings, even if you have reached your Lifetime Allowance (LTA).  But confusion over contribution allowance may result in pension funding being switched…

Chartered Status – how it sets us apart

19th July 2016

In November 2013 we changed our name to Active Chartered Financial Planners.  Read more about why we did it. Achieving Chartered Status (for the company) was the culmination of a…

Brexit – Keep Calm and Carry On!

25th June 2016

We awake to a brand new world. A world with many uncertainties, but not one that the experts hadn’t planned for. We, as Financial Planners therefore felt it important to…

A New Apprentice Joins Active

23rd June 2016

We are so pleased to welcome Jake Ketteringham, our new Apprentice Client Support Officer to the Active team. 18 year old Jake, from Lower Worsall (near Yarm) has recently completed…

Swimmer Aimee’s Road to Rio

17th May 2016

Huge congratulations to Active’s sponsored swimmer Aimee Willmott who has been chosen to represent Great Britain at this year’s Olympic Games in Rio. 23 year old Aimee, from Middlesbrough has…

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…