Our Thoughts: Page 26

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…

Team Active Conquer Scafell Pike

11th May 2016

Huge congratulations to our fantastic Active ladies (Cheyenne, Leslie, Laura, Rachel, Liza, Karen & Claire) who, on Saturday 23rd April climbed England’s highest Mountain, Scafell Pike (in the lake district).…

The Active Ladies’ Scafell Pike Challenge

19th April 2016

In May 2015, Active's male staff members and friends (of the firm) cycled the 140 mile trip from St Bees in Cumbria to Saltburn.  The ride, otherwise known as 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.

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…

Autumn Budget re-cap with Joanne Fisher

10th December 2024

Doesn't it feel like a distant memory, when Chancellor Rachel Reeves unveiled significant changes to pensions, capital gains tax, and more in her Autumn Budget on 30th October? By now,…

Julie’s dream retirement

28th November 2024

For lots of us, retirement is the time we’re looking to put our feet up and relax but for client Julie, it was the start of an adventure made possible…